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
$537M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.08M
3
+$994K
4
CMI icon
Cummins
CMI
+$908K
5
GLD icon
SPDR Gold Trust
GLD
+$701K

Top Sells

1
+$1.33M
2
+$646K
3
+$563K
4
LRCX icon
Lam Research
LRCX
+$446K
5
SLB icon
SLB Limited
SLB
+$434K

Sector Composition

1 Technology 35.44%
2 Healthcare 22.72%
3 Financials 8.78%
4 Industrials 6.29%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 5.69%
267,988
-11,701
2
$23.7M 4.41%
368,110
-6,940
3
$22.7M 4.23%
116,992
-1,733
4
$22.6M 4.21%
156,460
-2,486
5
$21.3M 3.96%
502,480
-15,270
6
$18.5M 3.44%
155,003
-3,378
7
$17.5M 3.27%
190,828
+11,720
8
$17.2M 3.2%
50,466
-202
9
$17.1M 3.19%
56,163
-1,038
10
$17M 3.18%
87,492
-1,663
11
$16.2M 3.01%
71,860
-1,699
12
$15.8M 2.95%
30,355
-610
13
$15M 2.79%
180,168
-1,840
14
$12.8M 2.39%
92,730
-2,648
15
$12.6M 2.34%
249,628
+23,638
16
$11.1M 2.08%
137,652
-1,380
17
$10.6M 1.97%
43,948
-327
18
$10.5M 1.96%
41,951
-671
19
$10.1M 1.88%
18,757
-69
20
$9.95M 1.85%
13,723
-340
21
$9.01M 1.68%
54,410
-1,863
22
$8.81M 1.64%
39,830
-1,436
23
$8.32M 1.55%
39,112
-886
24
$7.89M 1.47%
42,604
-594
25
$7.89M 1.47%
62,133
-957
1
2 3 4 5