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
1
$26.4M 5.09%
256,490
-11,498
2
$22.1M 4.27%
509,000
+6,520
3
$21.7M 4.18%
346,010
-22,100
4
$20.6M 3.97%
148,881
-7,579
5
$20.3M 3.91%
220,631
+29,803
6
$19.9M 3.83%
116,044
-948
7
$16.8M 3.23%
151,018
-3,985
8
$16.5M 3.19%
52,388
+1,922
9
$15.7M 3.03%
31,080
+725
10
$15.6M 3%
57,022
+859
11
$15.6M 3%
88,920
+1,428
12
$14.8M 2.85%
293,606
+43,978
13
$14.6M 2.81%
93,157
+427
14
$14.4M 2.77%
73,135
+1,275
15
$14M 2.7%
192,030
+11,862
16
$11M 2.12%
19,427
+670
17
$10.8M 2.07%
44,409
+461
18
$9.81M 1.89%
42,589
+638
19
$9.63M 1.86%
138,795
+1,143
20
$8.62M 1.66%
43,035
+431
21
$8.52M 1.64%
54,672
+262
22
$8.29M 1.6%
37,689
-1,423
23
$8.24M 1.59%
13,997
+274
24
$8.17M 1.58%
62,448
+5,029
25
$8.07M 1.56%
41,185
+1,355
1
2 3 4 5