MGP

Metis Global Partners Portfolio holdings

AUM $3.88B
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1 +$32.5M
2 +$16.4M
3 +$15.4M
4
AMZN icon
Amazon
AMZN
+$8.14M
5
NVDA icon
NVIDIA
NVDA
+$7.01M

Top Sells

1 +$2.91M
2 +$1.12M
3 +$811K
4
PBUS icon
Invesco MSCI USA ETF
PBUS
+$754K
5
LSI
Life Storage, Inc.
LSI
+$644K

Sector Composition

1 Technology 25.53%
2 Healthcare 11.64%
3 Financials 11.54%
4 Consumer Discretionary 9.66%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$366K 0.02%
17,625
+496
602
$366K 0.02%
1,868
+346
603
$364K 0.02%
10,534
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$356K 0.02%
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$353K 0.02%
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609
$347K 0.02%
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$346K 0.02%
62,625
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615
$335K 0.02%
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$320K 0.02%
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$318K 0.02%
20,332
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$317K 0.02%
11,718
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624
$316K 0.02%
1,069
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625
$313K 0.02%
2,434
-91