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
451
$256K 0.04%
3,935
+68
452
$253K 0.04%
6,022
-431
453
$253K 0.04%
928
+229
454
$253K 0.04%
2,832
-101
455
$252K 0.04%
854
-44
456
$251K 0.04%
3,299
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457
$249K 0.04%
391
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458
$249K 0.04%
894
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459
$248K 0.04%
+2,539
460
$248K 0.04%
1,738
-108
461
$248K 0.04%
62
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462
$247K 0.04%
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463
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2,520
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464
$246K 0.04%
3,685
-329
465
$246K 0.04%
1,719
+1,418
466
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+296
467
$242K 0.04%
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-112
468
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+2,477
469
$237K 0.04%
2,951
+23
470
$237K 0.04%
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471
$236K 0.04%
+5,765
472
$234K 0.04%
798
-48
473
$234K 0.04%
+10,390
474
$233K 0.04%
+3,205
475
$233K 0.04%
11,414
+2,824
17 18
19
20 21