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MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $13.3B
1-Year Est. Return 18.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$7.05M
3
+$6.46M
4
GILD icon
Gilead Sciences
GILD
+$5.64M
5
NVO
Novo Nordisk
NVO
+$3.98M

Top Sells

1
+$4.06M
2
+$2.27M
3
+$1.08M
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$983K
5
ESRX
Express Scripts Holding Company
ESRX
+$717K

Sector Composition

1 Financials 9.1%
2 Consumer Staples 5.1%
3 Healthcare 5.04%
4 Consumer Discretionary 4.93%
5 Technology 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$0 ﹤0.01%
+5
527
$0 ﹤0.01%
+2
528
– –
-6,775
529
$0 ﹤0.01%
+5
530
$0 ﹤0.01%
+500
531
$0 ﹤0.01%
+6
532
$0 ﹤0.01%
+150
533
$0 ﹤0.01%
+8
534
– –
-1,050
535
$0 ﹤0.01%
+21
536
$0 ﹤0.01%
+22
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