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
101
$235K 0.05%
6,000
102
$234K 0.05%
1,775
103
$233K 0.04%
3,822
+20
104
$230K 0.04%
+5,200
105
$224K 0.04%
26,820
106
$224K 0.04%
2,150
-725
107
$207K 0.04%
+689
108
$206K 0.04%
2,192
-39
109
$206K 0.04%
3,800
110
$205K 0.04%
25,650
111
$204K 0.04%
4,200
112
$203K 0.04%
904
+50
113
$202K 0.04%
945
+52
114
$200K 0.04%
12,501
115
$165K 0.03%
10,968
116
$47.7K 0.01%
22,000
117
– –
-1,323
118
– –
-2,363
119
– –
-650
120
– –
-5,759
121
– –
-1,833
122
– –
-4,075
123
– –
-2,920
1 2 3 4
5