MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1B
This Quarter Return
+4.85%
1 Year Return
+16.17%
3 Year Return
+109.45%
5 Year Return
–
10 Year Return
–
AUM
$942M
AUM Growth
+$942M
(-1.7%)
Cap. Flow
-$52.8M
Cap. Flow
% of AUM
-5.61%
Top 10 Holdings %
Top 10 Hldgs %
55.97%
Holding
175
New
9
Increased
26
Reduced
54
Closed
17
Top Buys
| 1 |
Cemex
CX
|
$2.65M |
| 2 |
Alibaba
BABA
|
$1.73M |
| 3 |
Novo Nordisk
NVO
|
$1.52M |
| 4 |
Mercado Libre
MELI
|
$1.49M |
| 5 |
Eli Lilly
LLY
|
$1.21M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.34M |
| 2 |
NVIDIA
NVDA
|
$5.49M |
| 3 |
iShares Biotechnology ETF
IBB
|
$4.79M |
| 4 |
Walt Disney
DIS
|
$4.19M |
| 5 |
Starbucks
SBUX
|
$4.01M |
Sector Composition
| 1 | Technology | 29.19% |
| 2 | Consumer Discretionary | 16.02% |
| 3 | Communication Services | 15.34% |
| 4 | Financials | 9.59% |
| 5 | Healthcare | 3.38% |
