MCM

Maytus Capital Management Portfolio holdings

AUM $543M
1-Year Est. Return 54.54%
This Quarter Est. Return
1 Year Est. Return
+54.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.4M
3
+$11.3M
4
QCOM icon
Qualcomm
QCOM
+$8.58M
5
MDB icon
MongoDB
MDB
+$8.31M

Top Sells

1
+$13M
2
+$13M
3
+$10.8M
4
GPN icon
Global Payments
GPN
+$10.1M
5
CDNS icon
Cadence Design Systems
CDNS
+$9.31M

Sector Composition

1 Technology 70.43%
2 Communication Services 14.45%
3 Consumer Discretionary 10.08%
4 Financials 4.9%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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61
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