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
$113M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.32M
3
+$2.66M
4
NEWR
New Relic, Inc.
NEWR
+$2.41M
5
AVGO icon
Broadcom
AVGO
+$2.41M

Top Sells

1
+$4.07M
2
+$3.36M
3
+$2.79M
4
CELG
Celgene Corp
CELG
+$2.55M
5
ANET icon
Arista Networks
ANET
+$2.32M

Sector Composition

1 Technology 31.55%
2 Consumer Discretionary 15.54%
3 Healthcare 11.39%
4 Energy 11.03%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
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