MGM

Miura Global Management Portfolio holdings

AUM $59.9M
1-Year Est. Return 67.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$94.2M
2
+$60.4M
3
+$56.7M
4
JD icon
JD.com
JD
+$45.6M
5
AGN
Allergan plc
AGN
+$38.4M

Top Sells

1
+$34.1M
2
+$33.8M
3
+$22.1M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$19.1M
5
ENDP
Endo International plc
ENDP
+$8M

Sector Composition

1 Communication Services 27.87%
2 Consumer Discretionary 22.47%
3 Consumer Staples 19.24%
4 Healthcare 18.28%
5 Technology 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-200,000
27
– –
-100,000
28
– –
-400,000
29
– –
-450,000
1
2