MGIA
Moneta Group Investment Advisors Portfolio holdings
AUM $7.25B
AUM
$7.25B
AUM Growth
+$116M (+2%)
Cap. Flow
+$363M
Cap. Flow % of AUM
5%
Top 10 Holdings %Top 10 Hldgs %
40.51%
Holding
710
New
46
Increased
310
Reduced
259
Closed
42
Top Buys
1 | $110M | |
2 | $36.3M | |
3 | $36.1M | |
4 | $31.9M | |
5 | $23.4M |
Top Sells
1 | $24.6M | |
2 | $15.5M | |
3 | $10.3M | |
4 | $8.64M | |
5 | $7.47M |
Sector Composition
1 | Technology | 4.73% |
2 | Consumer Staples | 3.5% |
3 | Financials | 3.25% |
4 | Industrials | 1.6% |
5 | Healthcare | 1.56% |