MRG
Milestone Resources Group Portfolio holdings
AUM
$2.04B
1-Year Est. Return
18.71%
This Fund
S&P 500
1 Year Est. Return
+18.71%
AUM
$2.04B
AUM Growth
+$49.6M
(+2.5%)
Holding
10
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 41.91% |
| 2 | Financials | 26.73% |
| 3 | Consumer Discretionary | 19.49% |
| 4 | Materials | 6.28% |
| 5 | Healthcare | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.58T
| $418M | 20.46% |
1,206,642
+115,150
|
|
||
2
Microsoft
MSFT
$3.05T
| $406M | 19.88% |
838,866
|
|
||
3
Amazon
AMZN
$2.35T
| $351M | 17.22% |
1,522,573
|
|
||
4
S&P Global
SPGI
$135B
| $260M | 12.76% |
498,333
|
|
||
5
ICICI Bank
IBN
$103B
| $235M | 11.52% |
7,890,422
|
|
||
6
Sherwin-Williams
SHW
$83.1B
| $128M | 6.28% |
395,785
|
|
||
7
Abbott
ABT
$193B
| $114M | 5.58% |
909,318
|
|
||
8
HDFC Bank
HDB
$156B
| $50M | 2.45% |
1,369,248
|
|
||
9
SharkNinja
SN
$16.1B
| $46.5M | 2.28% |
415,165
|
|
||
10
Intuit
INTU
$130B
| $32.1M | 1.57% |
48,454
|
|