MIG

McGuire Investment Group Portfolio holdings

AUM $783M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.28M
3
+$2.21M
4
CAT icon
Caterpillar
CAT
+$1.35M
5
CMI icon
Cummins
CMI
+$1.17M

Top Sells

1
+$1.39M
2
+$1.22M
3
+$1.18M
4
AMAT icon
Applied Materials
AMAT
+$1.05M
5
MMM icon
3M
MMM
+$482K

Sector Composition

1 Technology 33.55%
2 Healthcare 21.61%
3 Financials 9.36%
4 Industrials 7.12%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.78M 1.5%
63,622
+1,489
27
$7.31M 1.41%
133,071
+2,183
28
$7.08M 1.36%
10,945
+333
29
$6.87M 1.32%
54,144
+1,231
30
$6.73M 1.3%
23,008
+422
31
$6.69M 1.29%
81,969
+2,055
32
$6.19M 1.19%
106,647
-2,317
33
$6M 1.16%
21,987
+4,942
34
$5.42M 1.05%
101,700
+14,481
35
$5.29M 1.02%
56,034
+4,331
36
$5.11M 0.99%
27,683
+1,736
37
$4.27M 0.82%
29,184
+1,496
38
$4.1M 0.79%
15,251
-565
39
$4.06M 0.78%
89,189
-26,735
40
$3.83M 0.74%
16,766
+5,137
41
$3.78M 0.73%
9,251
+2,011
42
$3.75M 0.72%
10,467
+34
43
$3.51M 0.68%
27,605
+885
44
$3.45M 0.67%
59,010
+594
45
$3.14M 0.61%
34,527
-609
46
$2.74M 0.53%
46,936
-1,256
47
$2.7M 0.52%
59,406
+2,368
48
$2.69M 0.52%
34,428
+3,599
49
$2.44M 0.47%
33,962
+1,680
50
$2.36M 0.46%
45,816
-1,094
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