MRG
Milestone Resources Group Portfolio holdings
AUM
$1.92B
1-Year Return
26.81%
This Quarter Return
+14.86%
1 Year Return
+26.81%
3 Year Return
+145.73%
5 Year Return
+196.45%
10 Year Return
–
AUM
$1.78B
AUM Growth
+$497M
(+39%)
Cap. Flow
+$334M
Cap. Flow
% of AUM
18.75%
Top 10 Holdings %
Top 10 Hldgs %
68.33%
Holding
28
New
4
Increased
21
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$89.4M |
| 2 |
Visa
V
|
$34.4M |
| 3 |
Mastercard
MA
|
$28.8M |
| 4 |
Meta Platforms (Facebook)
META
|
$28.3M |
| 5 |
PayPal
PYPL
|
$27.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 30.43% |
| 2 | Healthcare | 20.43% |
| 3 | Financials | 19.2% |
| 4 | Communication Services | 16.4% |
| 5 | Consumer Discretionary | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
TSMC
TSM
$1.22T
| $30K | ﹤0.01% |
247
+87
| +54% | +$10.6K |
|
27
Tesla
TSLA
$1.09T
| $27K | ﹤0.01% |
117
+42
| +56% | +$9.69K |
|
28
Alibaba
BABA
$312B
| $17K | ﹤0.01% |
73
| – | – |
|