MGM

Miura Global Management Portfolio holdings

AUM $67.9M
1-Year Est. Return 91.04%
This Quarter Est. Return
1 Year Est. Return
+91.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$12.5M
3
+$8.46M
4
EQH icon
Equitable Holdings
EQH
+$7.77M
5
INMD icon
InMode
INMD
+$7.5M

Top Sells

1
+$23.8M
2
+$22.5M
3
+$14.8M
4
FIS icon
Fidelity National Information Services
FIS
+$14.1M
5
INSP icon
Inspire Medical Systems
INSP
+$13.9M

Sector Composition

1 Healthcare 29.93%
2 Consumer Discretionary 17.55%
3 Financials 13.43%
4 Consumer Staples 13.4%
5 Communication Services 12.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 0.72%
+250,000
27
$2.45M 0.65%
25,000
-1,000
28
$2.43M 0.64%
+9,500
29
$2.41M 0.64%
26,000
-2,000
30
$2.35M 0.62%
8,500
-10,500
31
$1.91M 0.5%
22,000
-8,000
32
– –
-90,000
33
– –
-150,000
34
– –
-90,000
35
– –
-8,000
36
– –
-830,000
37
– –
-105,000
38
– –
-13,333
39
– –
-19,000
40
– –
-200,000
41
– –
-29,000
42
– –
-20,000
43
– –
-90,000
44
– –
-42,000
1
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