We are live on ! Find out more
MADR

Milestones Administradora de Recursos Portfolio holdings

AUM $383M
1-Year Est. Return 30.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$27.3M
3
+$15.2M
4
GE icon
GE Aerospace
GE
+$14.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M

Top Sells

1
+$8.15M
2
+$7.51M
3
+$2.31M
4
COP icon
ConocoPhillips
COP
+$1.43M

Sector Composition

1 Technology 30.93%
2 Financials 18.63%
3 Materials 13.02%
4 Consumer Discretionary 12.33%
5 Industrials 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.93T
$66.4M 17.33%
179,407
+91,732
LIN icon
2
Linde
LIN
$240B
$49.9M 13.02%
100,633
+57,763
GE icon
3
GE Aerospace
GE
$367B
$46.6M 12.17%
164,334
+44,709
NU icon
4
Nu Holdings
NU
$61.8B
$40.3M 10.51%
2,803,164
+937,050
TSM icon
5
TSMC
TSM
$2.21T
$39.3M 10.25%
116,200
-21,836
AMZN icon
6
Amazon
AMZN
$2.65T
$34.9M 9.1%
167,455
-37,025
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.55T
$33.8M 8.83%
117,659
+39,053
V icon
8
Visa
V
$634B
$20.4M 5.33%
67,626
+37,545
DHR icon
9
Danaher
DHR
$128B
$13.3M 3.48%
70,333
+26,963
MELI icon
10
Mercado Libre
MELI
$84.9B
$12.4M 3.23%
7,151
AMD icon
11
Advanced Micro Devices
AMD
$827B
$10.4M 2.72%
51,258
+6,908
MCO icon
12
Moody's
MCO
$81.8B
$6.96M 1.82%
15,954
+9,601
SPGI icon
13
S&P Global
SPGI
$128B
$2.7M 0.71%
6,355
NOW icon
14
ServiceNow
NOW
$105B
$2.41M 0.63%
+23,040
WALD icon
15
Waldencast
WALD
$223M
$2.3M 0.6%
2,425,677
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$997K 0.26%
2,080
WALDW icon
17
Waldencast PLC Warrant
WALDW
$4.6M
$15.9K ﹤0.01%
440,415
COP icon
18
ConocoPhillips
COP
$136B
– –
-15,235
CVX icon
19
Chevron
CVX
$359B
– –
-15,170