Asset Manager
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MWG Management Ltd.
Market Value
$81M
+89.2%
Holdings
3
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BEAM | 67.66% | 89.70% | -22.04% | $55M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mid Cap | 1 | $55M | 67.7% |
| Small Cap | 2 | $26M | 32.3% |
Portfolio Analytics
Avg Market Cap
$1.3B
Median Market Cap
$536M
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.52
# Stocks
3
# ETFs / Funds
0
Top Holdings (3 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| LYEL | $16M | 20.13% |