MRG
Milestone Resources Group Portfolio holdings
AUM
$1.92B
This Quarter Return
+19.37%
1 Year Return
+26.81%
3 Year Return
+145.73%
5 Year Return
+196.45%
10 Year Return
–
AUM
$2.84B
AUM Growth
+$2.84B
(+17%)
Cap. Flow
+$111M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
70.25%
Holding
27
New
4
Increased
4
Reduced
13
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$102M |
| 2 |
Meta Platforms (Facebook)
META
|
$8.38M |
| 3 |
Broadcom
AVGO
|
$285K |
| 4 |
ASML
ASML
|
$283K |
| 5 |
Amazon
AMZN
|
$254K |
Top Sells
| 1 |
Match Group
MTCH
|
$36.2K |
| 2 |
Zoetis
ZTS
|
$18.1K |
| 3 |
Microsoft
MSFT
|
$15.1K |
| 4 |
Thermo Fisher Scientific
TMO
|
$13.9K |
| 5 |
ICICI Bank
IBN
|
$12.9K |
Sector Composition
| 1 | Technology | 38.32% |
| 2 | Communication Services | 18.53% |
| 3 | Financials | 16.91% |
| 4 | Healthcare | 15.63% |
| 5 | Consumer Discretionary | 5.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lam Research
LRCX
$124B
| $195K | 0.01% |
+2,010
| New | +$195K |
|
27
Applied Materials
AMAT
$124B
| $194K | 0.01% |
+942
| New | +$194K |
|