MWVC

Morgens Waterfall Vintiadis & Co Portfolio holdings

AUM $136M
1-Year Est. Return 103.3%
This Quarter Est. Return
1 Year Est. Return
+103.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$4.08M
3
+$4.02M
4
GEV icon
GE Vernova
GEV
+$3.94M
5
CVNA icon
Carvana
CVNA
+$3.86M

Top Sells

1
+$6.36M
2
+$4.15M
3
+$4.11M
4
DOCN icon
DigitalOcean
DOCN
+$3.82M
5
NVDA icon
NVIDIA
NVDA
+$3.74M

Sector Composition

1 Technology 36.91%
2 Communication Services 23.05%
3 Consumer Discretionary 16.48%
4 Healthcare 12.1%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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