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
$173M
AUM Growth
+$649K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$8M
3 +$6.29M
4
AMD icon
Advanced Micro Devices
AMD
+$5.2M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$4.16M

Top Sells

1 +$9.02M
2 +$6.46M
3 +$6.1M
4
V icon
Visa
V
+$5.72M
5
OPCH icon
Option Care Health
OPCH
+$5.72M

Sector Composition

1 Technology 36.16%
2 Healthcare 25.65%
3 Financials 13.89%
4 Consumer Discretionary 9.67%
5 Real Estate 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-180,000
27
0