MGIA

Moneta Group Investment Advisors Portfolio holdings

AUM $13.2B
1-Year Est. Return 16.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$2.5M
3 +$2.1M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.7M
5
AGN
Allergan plc
AGN
+$1.67M

Top Sells

1 +$4.98M
2 +$2.51M
3 +$1.07M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.06M
5
PRE
PARTNERRE LTD
PRE
+$531K

Sector Composition

1 Financials 7.72%
2 Healthcare 4.99%
3 Consumer Staples 4.93%
4 Communication Services 4.08%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,000