MRG

Milestone Resources Group Portfolio holdings

AUM $1.99B
1-Year Est. Return 23.08%
This Quarter Est. Return
1 Year Est. Return
+23.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$89.4M
2 +$34.4M
3 +$28.8M
4
META icon
Meta Platforms (Facebook)
META
+$28.3M
5
PYPL icon
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 Change
in Stake
Capital Flow
26
$30K ﹤0.01%
247
+87
27
$27K ﹤0.01%
117
+42
28
$17K ﹤0.01%
73