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
$2.21B
AUM Growth
+$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$86.8M
2 +$86.1M
3 +$68.1M
4
SNAP icon
Snap
SNAP
+$48.3M
5
ZTS icon
Zoetis
ZTS
+$26.7M

Top Sells

1 +$209K
2 +$17K

Sector Composition

1 Technology 31.61%
2 Healthcare 19.53%
3 Communication Services 19.28%
4 Financials 18.8%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$28K ﹤0.01%
247
27
-73
28
-3,096