MCM

Maytus Capital Management Portfolio holdings

AUM $466M
1-Year Est. Return 67.84%
This Quarter Est. Return
1 Year Est. Return
+67.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$14.4M
3
+$13.7M
4
MA icon
Mastercard
MA
+$13.7M
5
ADI icon
Analog Devices
ADI
+$12.7M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$10.5M
4
SPOT icon
Spotify
SPOT
+$10.3M
5
AMD icon
Advanced Micro Devices
AMD
+$10.1M

Sector Composition

1 Technology 63.06%
2 Consumer Discretionary 15.12%
3 Communication Services 12.42%
4 Financials 5.56%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-60,000
77
– –
-70,000
1 2 3
4