MCM

Maytus Capital Management Portfolio holdings

AUM $423M
1-Year Est. Return 66.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.1M
3
+$9.62M
4
MU icon
Micron Technology
MU
+$9.6M
5
SAP icon
SAP
SAP
+$9.16M

Top Sells

1
+$13.7M
2
+$11.1M
3
+$8.07M
4
GPN icon
Global Payments
GPN
+$7.58M
5
SNOW icon
Snowflake
SNOW
+$7.51M

Sector Composition

1 Technology 66.56%
2 Communication Services 14.96%
3 Consumer Discretionary 9.7%
4 Financials 8.79%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-95,000
1 2 3
4