MGP

Metis Global Partners Portfolio holdings

AUM $4.25B
1-Year Est. Return 26.08%
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.61M
3
+$1.12M
4
HON icon
Honeywell
HON
+$1.04M
5
TSLA icon
Tesla
TSLA
+$1.02M

Top Sells

1
+$110M
2
+$1.13M
3
+$992K
4
T icon
AT&T
T
+$887K
5
INDA icon
iShares MSCI India ETF
INDA
+$665K

Sector Composition

1 Technology 22.58%
2 Financials 15.41%
3 Healthcare 14.04%
4 Consumer Discretionary 9.34%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$524K 0.08%
7,023
+891
277
$522K 0.08%
39,382
+3,149
278
$521K 0.08%
4,950
+2,463
279
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1,478
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280
$519K 0.08%
1,622
-99
281
$518K 0.08%
44,772
+20,240
282
$518K 0.08%
3,598
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283
$517K 0.08%
17,550
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284
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1,699
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285
$511K 0.08%
4,201
-272
286
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12,932
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287
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1,859
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288
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9,195
+3,166
289
$505K 0.08%
9,157
-1,350
290
$504K 0.08%
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291
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26,365
292
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2,298
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293
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10,407
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294
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13,291
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295
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29,611
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296
$494K 0.08%
7,473
+3,831
297
$493K 0.08%
1,198
-106
298
$488K 0.08%
2,725
+232
299
$488K 0.08%
2,821
+319
300
$486K 0.08%
7,575
-343
10 11
12
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