MWVC
Morgens Waterfall Vintiadis & Co Portfolio holdings
AUM
$136M
This Quarter Return
-0.14%
1 Year Return
+103.3%
3 Year Return
+567.71%
5 Year Return
+1,003.82%
10 Year Return
+9,424.15%
AUM
$123M
AUM Growth
+$123M
(-7.9%)
Cap. Flow
-$9.49M
Cap. Flow
% of AUM
-7.7%
Top 10 Holdings %
Top 10 Hldgs %
52.35%
Holding
50
New
15
Increased
3
Reduced
9
Closed
17
Top Buys
| 1 |
Bank of America
BAC
|
$4.9M |
| 2 |
Pfizer
PFE
|
$4.88M |
| 3 |
S
Sprint Corporation
S
|
$3.8M |
| 4 |
Charles Schwab
SCHW
|
$3.59M |
| 5 |
Teva Pharmaceuticals
TEVA
|
$3.49M |
Top Sells
| 1 |
MGM Resorts International
MGM
|
$6.97M |
| 2 |
T-Mobile US
TMUS
|
$6.72M |
| 3 |
MGIC Investment
MTG
|
$4.9M |
| 4 |
Gilead Sciences
GILD
|
$3.73M |
| 5 |
WLL
Whiting Petroleum Corporation
WLL
|
$3.45M |
Sector Composition
| 1 | Healthcare | 29.34% |
| 2 | Technology | 22.6% |
| 3 | Communication Services | 14.09% |
| 4 | Financials | 9.88% |
| 5 | Industrials | 7.19% |
