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
$2.44B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$186K

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.89%
2 Healthcare 21.59%
3 Communication Services 16.85%
4 Financials 16.64%
5 Materials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$30K ﹤0.01%
247