MC

MIG Capital Portfolio holdings

AUM $950M
1-Year Est. Return 17.89%
This Quarter Est. Return
1 Year Est. Return
+17.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$981M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$27.9M
2 +$10.8M
3 +$5.01M
4
FAF icon
First American
FAF
+$4.27M
5
EPAY
Bottomline Technologies Inc
EPAY
+$2.76M

Top Sells

1 +$30.5M
2 +$30.1M
3 +$24.5M
4
RH icon
RH
RH
+$19.5M
5
BALL icon
Ball Corp
BALL
+$12.8M

Sector Composition

1 Communication Services 30.17%
2 Financials 22.3%
3 Consumer Discretionary 18.62%
4 Technology 13.78%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-165,460
27
0