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
$1.01B
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$36.2M
2 +$32.6M
3 +$23M
4
RH icon
RH
RH
+$20.4M
5
AWI icon
Armstrong World Industries
AWI
+$18.4M

Sector Composition

1 Communication Services 30.92%
2 Financials 21.11%
3 Technology 18.67%
4 Consumer Discretionary 13.09%
5 Industrials 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-700,896
27
-900