MWVC
Morgens Waterfall Vintiadis & Co Portfolio holdings
AUM
$136M
This Quarter Return
+28.59%
1 Year Return
+103.3%
3 Year Return
+567.71%
5 Year Return
+1,003.82%
10 Year Return
+9,424.15%
AUM
$140M
AUM Growth
+$140M
(+25%)
Cap. Flow
+$3.1M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
39.95%
Holding
69
New
10
Increased
13
Reduced
5
Closed
12
Top Buys
| 1 |
Alibaba
BABA
|
$3.3M |
| 2 |
Etsy
ETSY
|
$2.69M |
| 3 |
Elevance Health
ELV
|
$2.04M |
| 4 |
Lyft
LYFT
|
$979K |
| 5 |
Agios Pharmaceuticals
AGIO
|
$944K |
Top Sells
| 1 |
MongoDB
MDB
|
$2.72M |
| 2 |
American Eagle Outfitters
AEO
|
$2.65M |
| 3 |
Advanced Micro Devices
AMD
|
$2.58M |
| 4 |
VCRA
VOCERA COMMUNICATIONS, INC.
VCRA
|
$1.24M |
| 5 |
BEAT
BioTelemetry, Inc.
BEAT
|
$1.11M |
Sector Composition
| 1 | Technology | 34.52% |
| 2 | Consumer Discretionary | 27.22% |
| 3 | Healthcare | 13.02% |
| 4 | Communication Services | 9.9% |
| 5 | Financials | 4.33% |
