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
$1.99B
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$29M
3
+$23.1M
4
AMZN icon
Amazon
AMZN
+$13.2M
5
IBN icon
ICICI Bank
IBN
+$1.78M

Top Sells

1
+$84.4M
2
+$11.3M
3
+$692K
4
LRCX icon
Lam Research
LRCX
+$281K
5
AMAT icon
Applied Materials
AMAT
+$244K

Sector Composition

1 Technology 41.56%
2 Financials 26.5%
3 Consumer Discretionary 18.94%
4 Materials 6.88%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.98T
$434M 21.82%
838,866
-1,336
AVGO icon
2
Broadcom
AVGO
$1.58T
$360M 18.08%
1,091,492
+352,274
AMZN icon
3
Amazon
AMZN
$2.25T
$334M 16.79%
1,522,573
+60,074
SPGI icon
4
S&P Global
SPGI
$133B
$243M 12.18%
498,333
+59,637
IBN icon
5
ICICI Bank
IBN
$112B
$239M 11.98%
7,890,422
+58,858
SHW icon
6
Sherwin-Williams
SHW
$89.7B
$137M 6.88%
395,785
ABT icon
7
Abbott
ABT
$193B
$122M 6.12%
909,318
HDB icon
8
HDFC Bank
HDB
$177B
$46.8M 2.35%
1,369,248
SN icon
9
SharkNinja
SN
$16.5B
$42.8M 2.15%
415,165
+223,918
INTU icon
10
Intuit
INTU
$123B
$33.1M 1.66%
48,454
-123,650
LRCX icon
11
Lam Research
LRCX
$288B
– –
-2,890
AMAT icon
12
Applied Materials
AMAT
$256B
– –
-1,334
ASML icon
13
ASML
ASML
$548B
– –
-14,115