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
$2.87B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$64.1M
2 +$53.3M
3 +$11M
4
BAH icon
Booz Allen Hamilton
BAH
+$10.3M
5
AMAT icon
Applied Materials
AMAT
+$79.3K

Top Sells

1 +$121M
2 +$89.5M
3 +$84.6M
4
IBN icon
ICICI Bank
IBN
+$621K
5
ARM icon
Arm
ARM
+$507K

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