MRG
Milestone Resources Group Portfolio holdings
AUM $1.89B
AUM
$1.89B
AUM Growth
-$1.14B (-38%)
Cap. Flow
-$532M
Cap. Flow % of AUM
-28.21%
Top 10 Holdings %Top 10 Hldgs %
83.03%
Holding
26
New
–
Increased
3
Reduced
3
Closed
5
Top Buys
| 1 | $41.4M | |
| 2 | $16.1M | |
| 3 | $7.51M |
Top Sells
| 1 | $368M | |
| 2 | $229M | |
| 3 | $380K |
Sector Composition
| 1 | Technology | 28.14% |
| 2 | Healthcare | 23.95% |
| 3 | Financials | 17.94% |
| 4 | Consumer Discretionary | 17.11% |
| 5 | Materials | 7.34% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -648,699 | Closed | – |
