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
$751M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$4.52M
3 +$4.15M
4
BABA icon
Alibaba
BABA
+$175K
5
IBN icon
ICICI Bank
IBN
+$112K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 37.38%
2 Technology 28.58%
3 Communication Services 12.41%
4 Financials 11.81%
5 Materials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$129M 17.2%
819,129
2
$93.7M 12.48%
796,325
3
$93.2M 12.41%
1,604,000
+77,800
4
$88.5M 11.79%
549,587
5
$85.4M 11.38%
523,250
6
$71.7M 9.54%
908,224
+304,084
7
$70.8M 9.42%
249,470
8
$63.4M 8.44%
413,964
+27,111
9
$44.6M 5.94%
178,715
10
$10.1M 1.35%
68,050
11
$175K 0.02%
+900
12
$112K 0.01%
+13,124