MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1B
This Quarter Return
-8.77%
1 Year Return
+16.17%
3 Year Return
+109.45%
5 Year Return
–
10 Year Return
–
AUM
$959M
AUM Growth
+$959M
(-7.8%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
50.94%
Holding
166
New
10
Increased
43
Reduced
35
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
$5.04M |
| 2 |
Meta Platforms (Facebook)
META
|
$4.1M |
| 3 |
Starbucks
SBUX
|
$3.36M |
| 4 |
iShares US Technology ETF
IYW
|
$3.3M |
| 5 |
Salesforce
CRM
|
$3.22M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$4.65M |
| 2 |
3M
MMM
|
$2.25M |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$1.88M |
| 4 |
Micron Technology
MU
|
$1.51M |
| 5 |
PayPal
PYPL
|
$1.33M |
Sector Composition
| 1 | Technology | 25.33% |
| 2 | Consumer Discretionary | 19.08% |
| 3 | Communication Services | 14.39% |
| 4 | Financials | 9.75% |
| 5 | Industrials | 3.75% |
