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
$305M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.76M
3
+$2.61M
4
BLK icon
Blackrock
BLK
+$1.31M
5
LAZ icon
Lazard
LAZ
+$1.23M

Top Sells

1
+$4.34M
2
+$2.52M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$2.27M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.03M

Sector Composition

1 Technology 20.9%
2 Healthcare 20.82%
3 Financials 14.77%
4 Industrials 5.45%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 5.27%
167,692
-31
2
$13.2M 4.31%
88,073
+2,940
3
$13M 4.27%
113,254
-234
4
$12.8M 4.19%
167,665
-729
5
$12.7M 4.17%
58,781
-7,386
6
$11.2M 3.67%
53,008
-7,282
7
$9.96M 3.26%
177,836
-40,532
8
$9.94M 3.26%
88,943
+569
9
$9.34M 3.06%
32,065
+197
10
$9.02M 2.96%
390,420
-7,360
11
$7.98M 2.62%
156,537
+10,876
12
$7.54M 2.47%
151,103
-1,266
13
$7.23M 2.37%
94,779
-26,570
14
$7.05M 2.31%
50,737
-258
15
$6.98M 2.29%
226,864
+25,035
16
$6.45M 2.12%
22,395
-326
17
$6.41M 2.1%
153,194
-13,480
18
$6M 1.97%
38,327
+88
19
$5.86M 1.92%
+233,741
20
$5.76M 1.89%
+62,913
21
$5.72M 1.87%
44,656
-4,666
22
$5.27M 1.73%
102,205
-21,087
23
$5.04M 1.65%
26,023
+145
24
$4.83M 1.59%
10,847
+2,944
25
$4.7M 1.54%
93,150
-3,040
1
2 3 4 5