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MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1.26B
1-Year Est. Return
39.48%
This Fund
S&P 500
This Quarter
Est. Return
+2.94%
1 Year Est. Return
+39.48%
3 Year Est. Return
+117.9%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.04B
AUM Growth
–
Cap. Flow
+$1.06B
Cap. Flow
% of AUM
101.66%
Top 10 Holdings %
Top 10 Hldgs %
50.28%
Holding
156
New
156
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Betterware México
BWMX
|
+$128M |
| 2 |
Apple
AAPL
|
+$85.4M |
| 3 |
Microsoft
MSFT
|
+$73.2M |
| 4 |
Amazon
AMZN
|
+$55.5M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$47.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.85% |
| 2 | Consumer Discretionary | 19.18% |
| 3 | Communication Services | 14.38% |
| 4 | Financials | 10.47% |
| 5 | Industrials | 3.58% |
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MMBG Investment Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for MMBG Investment Advisors, which disclosed 156 positions worth $1.04B. Its ten largest holdings account for 50% of the portfolio.
Its largest position is Betterware México: 4,776,472 shares worth $100M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Consumer Discretionary and Communication Services.
- MMBG Investment Advisors's largest Q4 2021 buy was Betterware México: 4,776,472 shares worth $100M.
- MMBG Investment Advisors's ten largest holdings make up 50% of its $1.04B portfolio in Q4 2021.
- MMBG Investment Advisors disclosed 156 positions in Q4 2021, its first 13F filing on record.
Based on MMBG Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.