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
$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 22.66%
2 Financials 15.41%
3 Healthcare 14.04%
4 Consumer Discretionary 9.34%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.41M 0.23%
7,905
-637
102
$1.37M 0.22%
6,137
+2,278
103
$1.34M 0.21%
8,635
+658
104
$1.33M 0.21%
42,495
+945
105
$1.33M 0.21%
6,316
-340
106
$1.32M 0.21%
2,825
+550
107
$1.32M 0.21%
18,942
+629
108
$1.3M 0.21%
7,718
+890
109
$1.3M 0.21%
7,435
+240
110
$1.3M 0.21%
4,335
-275
111
$1.29M 0.21%
20,768
-1,266
112
$1.28M 0.2%
9,852
+5,363
113
$1.26M 0.2%
6,159
+483
114
$1.26M 0.2%
4,766
-455
115
$1.24M 0.2%
71,609
+588
116
$1.23M 0.2%
6,366
+4,102
117
$1.23M 0.2%
11,487
-665
118
$1.21M 0.19%
8,992
-505
119
$1.19M 0.19%
15,838
+3,633
120
$1.19M 0.19%
96,269
-14,016
121
$1.19M 0.19%
5,918
+280
122
$1.18M 0.19%
12,965
-1,293
123
$1.17M 0.19%
5,282
+789
124
$1.16M 0.19%
6,386
+1,704
125
$1.16M 0.19%
65,586
+529