MRG

Milestone Resources Group Portfolio holdings

AUM $2.04B
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$52.2M
3
+$9.73M
4
SN icon
SharkNinja
SN
+$8.81M
5
ASML icon
ASML
ASML
+$81.4K

Top Sells

1
+$118M
2
+$84.3M
3
+$83.2M
4
IBN icon
ICICI Bank
IBN
+$605K
5
ARM icon
Arm
ARM
+$504K

Sector Composition

1 Technology 35.73%
2 Communication Services 20.88%
3 Healthcare 17.18%
4 Financials 12.41%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$347K 0.01%
2,425
-3,545
27
$270K 0.01%
1,334
+392
28
$236K 0.01%
2,890
+880
1
2