Asset Manager
← All Institutions
Milestones Administradora de Recursos Ltda.
Market Value
$518M
+35.1%
Holdings
22
+3
New Purchases
5
Added To
11
Closed
1
Reduced
3
Top 10 Concentration
90.0%
Turnover
27.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMZN | 12.94% | 9.10% | +3.84% | $67M |
| V | 7.47% | 5.33% | +2.14% | $39M |
| DHR | 5.07% | 3.48% | +1.59% | $26M |
| AMD | 3.82% | 2.72% | +1.10% | $20M |
| MCO | 2.70% | 1.82% | +0.88% | $14M |
| TPG | 0.59% | 0.00% | +0.59% | $3M |
| SPGI | 1.25% | 0.71% | +0.54% | $6M |
| TSM | 10.75% | 10.25% | +0.50% | $56M |
| NVDA | 0.41% | 0.00% | +0.41% | $2M |
| XONA.DE | 0.41% | 0.00% | +0.41% | $2M |
| COP | 0.38% | 0.00% | +0.38% | $2M |
| CVX | 0.38% | 0.00% | +0.38% | $2M |
| WALD | 0.82% | 0.60% | +0.22% | $4M |
| BRK-B | 0.47% | 0.26% | +0.21% | $2M |
| GE | 12.19% | 12.17% | +0.02% | $63M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 12 | $406M | 78.4% |
| Large Cap | 8 | $107M | 20.8% |
| Micro Cap | 2 | $4M | 0.8% |
Portfolio Analytics
Avg Market Cap
$1.1T
Median Market Cap
$271.5B
Avg P/E
36.3
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
22
# ETFs / Funds
0
Top Holdings (22 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | 12.94% | 281,149 | $67M | $238.34 | $32M | +113,694 | +67.9% | |
| 2 | MSFT | 12.79% | 177,513 | $66M | $373.02 | -$195K | -1,894 | -1.1% | |
| 3 | GE | 12.19% | 168,857 | $63M | $373.73 | $16M | +4,523 | +2.8% | |
| 4 | TSM | 10.75% | 116,534 | $56M | $477.57 | $16M | +334 | +0.3% | |
| 5 | LIN | 8.65% | 86,282 | $45M | $518.94 | -$5M | -14,351 | -14.3% | |
| 6 | NU | 8.14% | 3,154,114 | $42M | $13.36 | $2M | +350,950 | +12.5% | |
| 7 | GOOGL | 8.12% | 117,684 | $42M | $357.37 | $8M | +25 | +0.0% | |
| 8 | V | 7.47% | 112,769 | $39M | $343.09 | $18M | +45,143 | +66.8% | |
| 9 | DHR | 5.07% | 137,789 | $26M | $190.48 | $13M | +67,456 | +95.9% | |
| 10 | AMD | 3.82% | 34,059 | $20M | $580.91 | $9M | -17,199 | -33.5% | |
| 11 | MCO | 2.70% | 30,824 | $14M | $452.92 | $7M | +14,870 | +93.2% | |
| 12 | MELI | 2.64% | 8,056 | $14M | $1,697.39 | $1M | +905 | +12.7% | |
| 13 | SPGI | 1.25% | 15,835 | $6M | $407.26 | $4M | +9,480 | +149.2% | |
| 14 | WALD | 0.82% | 2,425,677 | $4M | $1.76 | $2M | — | — | |
| 15 | TPG | 0.59% | 75,600 | $3M | $40.55 | — | +75,600 | — | NEW |
| 16 | BRK-B | 0.47% | 4,833 | $2M | $500.39 | $1M | +2,753 | +132.4% | |
| 17 | NVDA | 0.41% | 10,599 | $2M | $200.09 | — | +10,599 | — | NEW |
| 18 | XONA.DE | 0.41% | 15,380 | $2M | $136.72 | — | +15,380 | — | NEW |
| 19 | COP | 0.38% | 18,760 | $2M | $103.96 | — | +18,760 | — | NEW |
| 20 | CVX | 0.38% | 11,731 | $2M | $165.76 | — | +11,731 | — | NEW |
| 21 | WALDW | —% | 440,415 | $21K | $0.05 | $5K | — | — | |
| 22 | NOW | —% | — | — | — | -$2M | -23,040 | -100.0% | SOLD |