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
$599M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.88M
3
+$1.17M
4
VLTO icon
Veralto
VLTO
+$818K
5
IBB icon
iShares Biotechnology ETF
IBB
+$452K

Top Sells

1
+$3.58M
2
+$1.51M
3
+$699K
4
PYPL icon
PayPal
PYPL
+$619K
5
NTLA icon
Intellia Therapeutics
NTLA
+$472K

Sector Composition

1 Technology 35.82%
2 Healthcare 19.36%
3 Financials 9.22%
4 Industrials 7.47%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.9M 6.33%
257,388
+898
2
$27.2M 4.53%
346,710
+700
3
$25.4M 4.23%
512,190
+3,190
4
$24.3M 4.06%
150,005
+1,124
5
$22.4M 3.74%
116,313
+269
6
$22M 3.66%
151,847
+829
7
$20.5M 3.41%
223,844
+3,213
8
$19.8M 3.3%
52,571
+183
9
$17.7M 2.95%
89,058
+138
10
$17.1M 2.85%
73,736
+601
11
$16.9M 2.82%
189,476
-2,554
12
$16.9M 2.81%
31,754
+674
13
$16.8M 2.81%
56,152
-870
14
$16.8M 2.8%
94,024
+867
15
$14.9M 2.49%
297,113
+3,507
16
$13.7M 2.29%
44,810
+401
17
$12.9M 2.15%
19,512
+85
18
$11.1M 1.85%
42,286
-303
19
$10.5M 1.76%
13,938
-59
20
$9.94M 1.66%
139,161
+366
21
$9.45M 1.58%
42,056
+871
22
$9.09M 1.52%
66,948
+3,326
23
$9.05M 1.51%
131,580
-1,491
24
$9.03M 1.51%
42,868
-167
25
$8.82M 1.47%
10,864
-81
1
2 3 4 5