MIF
Mediolanum International Funds Portfolio holdings
AUM
$9.51B
1-Year Est. Return
30.55%
1 Year Est. Return
+30.55%
AUM
$8.35B
AUM Growth
+$1.14B
(+16%)
Holding
451
Top Buys
| 1 | +$78.7M | |
| 2 | +$69.2M | |
| 3 | +$49.5M | |
| 4 |
Advanced Micro Devices
AMD
|
+$39.9M |
| 5 |
Uber
UBER
|
+$32.1M |
Top Sells
| 1 | +$35.3M | |
| 2 | +$21.6M | |
| 3 | +$21.6M | |
| 4 |
KKR & Co
KKR
|
+$21.5M |
| 5 |
ConocoPhillips
COP
|
+$20.6M |
Sector Composition
| 1 | Technology | 36.85% |
| 2 | Financials | 12.66% |
| 3 | Healthcare | 10.42% |
| 4 | Communication Services | 10% |
| 5 | Consumer Discretionary | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Boston Scientific
BSX
$148B
| $56M | 0.67% |
525,994
+103,124
|
|
||
27
Berkshire Hathaway Class B
BRK.B
$1.08T
| $55.2M | 0.66% |
113,651
-39,712
|
|
||
28
KLA
KLAC
$157B
| $52.9M | 0.63% |
59,400
+5,642
|
|
||
29
Accenture
ACN
$152B
| $52.7M | 0.63% |
178,334
-31,669
|
|
||
30
Merck
MRK
$214B
| $51.5M | 0.62% |
650,529
-209,747
|
|
||
31
3M
MMM
$87.6B
| $50.6M | 0.61% |
332,906
-35,793
|
|
||
|
32
Advanced Micro Devices
AMD
$380B
| $48.2M | 0.58% |
335,304
+277,246
|
|
||
33
Cisco
CSCO
$280B
| $48M | 0.58% |
699,846
-98,025
|
|
||
34
Arista Networks
ANET
$170B
| $44.2M | 0.53% |
444,445
+182,031
|
|
||
35
Walmart
WMT
$818B
| $42.8M | 0.51% |
439,780
+285,350
|
|
||
36
Qualcomm
QCOM
$183B
| $42.2M | 0.51% |
266,134
+20,179
|
|
||
37
Palantir
PLTR
$424B
| $41.7M | 0.5% |
319,026
-19,801
|
|
||
38
Costco
COST
$409B
| $41.3M | 0.49% |
41,927
+16,160
|
|
||
39
Monster Beverage
MNST
$68.1B
| $40.7M | 0.49% |
659,981
+13,002
|
|
||
40
Salesforce
CRM
$228B
| $39.8M | 0.48% |
145,478
-46,029
|
|
||
41
SLB Ltd
SLB
$54.8B
| $39M | 0.47% |
1,145,823
+51,001
|
|
||
42
American Express
AXP
$254B
| $38.7M | 0.46% |
122,043
+651
|
|
||
43
Sherwin-Williams
SHW
$84.3B
| $38.5M | 0.46% |
111,323
+11,234
|
|
||
44
Progressive
PGR
$127B
| $38.4M | 0.46% |
145,545
+1,385
|
|
||
45
Datadog
DDOG
$66.7B
| $37.9M | 0.45% |
287,182
+98,485
|
|
||
46
Eaton
ETN
$145B
| $37.5M | 0.45% |
106,114
+51,255
|
|
||
47
Chipotle Mexican Grill
CMG
$40.4B
| $37.2M | 0.45% |
676,606
+469,050
|
|
||
48
Automatic Data Processing
ADP
$103B
| $36.6M | 0.44% |
120,653
+145
|
|
||
49
CRH
CRH
$75.7B
| $35.1M | 0.42% |
383,198
-10,221
|
|
||
50
Take-Two Interactive
TTWO
$42.9B
| $35M | 0.42% |
144,999
+10,994
|
|