MRG

Milestone Resources Group Portfolio holdings

AUM $1.92B
1-Year Est. Return 26.81%
This Quarter Est. Return
1 Year Est. Return
+26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
-$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$101K

Top Sells

1 +$707K
2 +$604K
3 +$517K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$451K
5
SHW icon
Sherwin-Williams
SHW
+$429K

Sector Composition

1 Technology 33.71%
2 Healthcare 21.9%
3 Financials 17.31%
4 Communication Services 16.33%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-174