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
$110M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.82M
2 +$5.06M
3 +$3.86M
4
CELG
Celgene Corp
CELG
+$3.11M
5
DHI icon
D.R. Horton
DHI
+$2.95M

Top Sells

1 +$6.1M
2 +$4.51M
3 +$4M
4
PFE icon
Pfizer
PFE
+$3.61M
5
CHKP icon
Check Point Software Technologies
CHKP
+$3.09M

Sector Composition

1 Healthcare 24.13%
2 Consumer Discretionary 19.28%
3 Communication Services 16.99%
4 Financials 14.67%
5 Technology 13.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-72,000
52
0
53
-26,000