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
$3.02B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$58.6M
2 +$43.6M
3 +$1.21M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.04M

Top Sells

1 +$16.3M
2 +$4.03M
3 +$347K
4
ZTS icon
Zoetis
ZTS
+$162K

Sector Composition

1 Technology 38.07%
2 Communication Services 20.73%
3 Healthcare 14.34%
4 Financials 11.74%
5 Consumer Discretionary 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$209K 0.01%
2,890
27
-2,425
28
-430,799