We are live on ! Find out more
MIG

McGuire Investment Group Portfolio holdings

AUM $1.14B
1-Year Est. Return 79.59%
This Fund
S&P 500
This Quarter Est. Return
+6.9%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$303M
AUM Growth
–
Cap. Flow
+$299M
Cap. Flow %
98.85%
Top 10 Hldgs %
37.65%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XLNX
Xilinx Inc
XLNX
+$12.5M
2
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$11.4M
3
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$11.4M
4
AAPL icon
Apple
AAPL
+$11.3M
5
CBOE icon
Cboe Global Markets
CBOE
+$11.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 19.36%
2 Healthcare 19.3%
3 Financials 17.19%
4 Industrials 6.18%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
51
Intuitive Surgical
ISRG
$133B
$1.2M 0.4%
+6,249
New +$1.11M
KBE icon
52
State Street SPDR S&P Bank ETF
KBE
$1.66B
$1.18M 0.39%
+25,416
New +$1.24M
MNDT
53
DELISTED
Mandiant, Inc. Common Stock
MNDT
$1.15M 0.38%
+67,622
New +$1.08M
SPY icon
54
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$963K 0.32%
+3,311
New +$943K
VOO icon
55
Vanguard S&P 500 ETF
VOO
$1.01T
$918K 0.3%
+3,436
New +$899K
RSPT icon
56
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.85B
$893K 0.3%
+53,080
New +$879K
XLF icon
57
State Street Financial Select Sector SPDR ETF
XLF
$58.3B
$823K 0.27%
+29,842
New +$835K
HOLX
58
DELISTED
Hologic
HOLX
$819K 0.27%
+19,987
New +$808K
NVDA icon
59
NVIDIA
NVDA
$5.42T
$724K 0.24%
+103,000
New +$670K
XLV icon
60
State Street Health Care Select Sector SPDR ETF
XLV
$42.4B
$703K 0.23%
+7,391
New +$668K
SLB icon
61
SLB Ltd
SLB
$76.5B
$695K 0.23%
+11,413
New +$735K
MDY icon
62
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$687K 0.23%
+1,869
New +$685K
IWM icon
63
iShares Russell 2000 ETF
IWM
$82.8B
$609K 0.2%
+3,613
New +$610K
PSCH icon
64
Invesco S&P SmallCap Health Care ETF
PSCH
$167M
$589K 0.19%
+12,591
New +$579K
XLK icon
65
State Street Technology Select Sector SPDR ETF
XLK
$123B
$578K 0.19%
+15,336
New +$562K
GXC icon
66
State Street SPDR S&P China ETF
GXC
$482M
$540K 0.18%
+5,582
New +$555K
IVV icon
67
iShares Core S&P 500 ETF
IVV
$902B
$538K 0.18%
+1,837
New +$527K
SLY
68
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$537K 0.18%
+7,110
New +$539K
EEM icon
69
iShares MSCI Emerging Markets ETF
EEM
$29.4B
$493K 0.16%
+11,489
New +$496K
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$126B
$475K 0.16%
+11,805
New +$475K
CSCO icon
71
Cisco
CSCO
$475B
$456K 0.15%
+9,363
New +$421K
XYZ
72
Block Inc
XYZ
$47.8B
$444K 0.15%
+4,485
New +$346K
NTR icon
73
Nutrien
NTR
$31B
$399K 0.13%
+6,923
New +$383K
ITA icon
74
iShares US Aerospace & Defense ETF
ITA
$14.6B
$389K 0.13%
+3,596
New +$370K
UPS icon
75
United Parcel Service
UPS
$88.6B
$389K 0.13%
+3,329
New +$392K
1 2
3
4

Similar funds

BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
SL
SWF LLC Omaha, Nebraska $1.15B AUM 6.36% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
HMCP
Hook Mill Capital Partners New York $1.13B AUM 31.32% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return

McGuire Investment Group's Q3 2018 Portfolio in Review

Q3 2018 is the first quarter with a 13F filing on record for McGuire Investment Group, which disclosed 88 positions worth $303M. Its ten largest holdings account for 38% of the portfolio.

Its largest position is Xilinx Inc: 170,624 shares worth $13.7M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, followed by Healthcare and Financials.

  • McGuire Investment Group's largest Q3 2018 buy was Xilinx Inc: 170,624 shares worth $13.7M.
  • McGuire Investment Group's ten largest holdings make up 38% of its $303M portfolio in Q3 2018.
  • McGuire Investment Group disclosed 88 positions in Q3 2018, its first 13F filing on record.

Based on McGuire Investment Group's 13F filing for Q3 2018, filed 7 Nov 2018.