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MWVC

Morgens Waterfall Vintiadis & Co Portfolio holdings

AUM $81.2M
1-Year Est. Return 86.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.62M
3
+$3.19M
4
SLB icon
SLB Ltd
SLB
+$3.18M
5
MRVL icon
Marvell Technology
MRVL
+$2.94M

Top Sells

1
+$6.35M
2
+$5.25M
3
+$3.09M
4
CVS icon
CVS Health
CVS
+$2.87M
5
CELG
Celgene Corp
CELG
+$2.81M

Sector Composition

1 Technology 36.04%
2 Consumer Discretionary 17%
3 Healthcare 11.63%
4 Energy 11.01%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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