MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1B
This Quarter Return
+2.97%
1 Year Return
+16.17%
3 Year Return
+109.45%
5 Year Return
–
10 Year Return
–
AUM
$958M
AUM Growth
+$958M
(+2.7%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
54.08%
Holding
171
New
19
Increased
33
Reduced
43
Closed
5
Top Buys
| 1 |
Broadcom
AVGO
|
$6.18M |
| 2 |
Cemex
CX
|
$5.61M |
| 3 |
Eaton
ETN
|
$3.98M |
| 4 |
Thermo Fisher Scientific
TMO
|
$3.03M |
| 5 |
Danaher
DHR
|
$2.9M |
Top Sells
| 1 |
Honeywell
HON
|
$3.54M |
| 2 |
Snowflake
SNOW
|
$2.9M |
| 3 |
Apple
AAPL
|
$2.85M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.71M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.36M |
Sector Composition
| 1 | Technology | 28.06% |
| 2 | Consumer Discretionary | 16.42% |
| 3 | Communication Services | 14.39% |
| 4 | Financials | 8.92% |
| 5 | Healthcare | 3.59% |
