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Milestone Resources Group Ltd
LEVEL 1 PALM GROVE HOUSE WICKHAM'S CAY 1, ROAD TOWN TORTOLA, D8 VG1100 • 0097145174479
Market Value
$2.0B
+2.5%
Holdings
10
-3
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Technology | 43.4% |
| Financial Services | 27.6% |
| Consumer Cyclical | 22.1% |
| Basic Materials | 6.9% |
| Healthcare | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $1.2B | 57.6% |
| Large Cap | 7 | $866M | 42.4% |
Portfolio Analytics
Avg Market Cap
$861.0B
Median Market Cap
$125.3B
Avg P/E
28.8
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
10
# ETFs / Funds
0
Top Holdings (10 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | 20.46% | 1,206,642 | $418M | $346.10 | $58M | +115,150 | +10.6% | |
| 2 | MSFT | 19.88% | 838,866 | $406M | $483.62 | -$29M | — | — | |
| 3 | AMZN | 17.22% | 1,522,573 | $351M | $230.82 | $17M | — | — | |
| 4 | SPGI | 12.76% | 498,333 | $260M | $522.59 | $18M | — | — | |
| 5 | IBN | 11.52% | 7,890,422 | $235M | $29.80 | -$3M | — | — | |
| 6 | SHW | 6.28% | 395,785 | $128M | $324.03 | -$9M | — | — | |
| 7 | ABT | 5.58% | 909,318 | $114M | $125.29 | -$8M | — | — | |
| 8 | HDB | 2.45% | 1,369,248 | $50M | $36.54 | $3M | — | — | |
| 9 | SN | 2.28% | 415,165 | $46M | $111.90 | $4M | — | — | |
| 10 | INTU | 1.57% | 48,454 | $32M | $662.42 | -$993K | — | — |