Asset Manager
← All Institutions
Milestones Administradora de Recursos Ltda.
Market Value
$303M
+6.0%
Holdings
18
-1
New Purchases
0
Added To
3
Closed
0
Reduced
5
Top 10 Concentration
91.6%
Turnover
0.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 10 | $235M | 77.5% |
| Large Cap | 6 | $64M | 21.0% |
| Micro Cap | 2 | $5M | 1.5% |
Portfolio Analytics
Avg Market Cap
$927.8B
Median Market Cap
$277.9B
Avg P/E
36.8
Median P/E
30.9
Avg Dividend Yield
0.01%
Avg Beta
0.95
# Stocks
18
# ETFs / Funds
0
Top Holdings (18 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | 15.59% | 204,480 | $47M | $230.82 | -$563K | -13,043 | -6.0% | |
| 2 | MSFT | 14.00% | 87,675 | $42M | $483.62 | -$4M | -1,400 | -1.6% | |
| 3 | TSM | 13.85% | 138,036 | $42M | $303.89 | $3M | — | — | |
| 4 | GE | 12.17% | 119,625 | $37M | $308.03 | -$7M | -27,100 | -18.5% | |
| 5 | NU | 10.32% | 1,866,114 | $31M | $16.74 | $1M | -1,500 | -0.1% | |
| 6 | GOOGL | 8.12% | 78,606 | $25M | $313.00 | $3M | -11,612 | -12.9% | |
| 7 | LIN | 6.04% | 42,870 | $18M | $426.39 | $11M | +28,020 | +188.7% | |
| 8 | MELI | 4.76% | 7,151 | $14M | $2,014.26 | -$2M | — | — | |
| 9 | V | 3.48% | 30,081 | $11M | $350.71 | $8M | +22,176 | +280.5% | |
| 10 | DHR | 3.28% | 43,370 | $10M | $228.92 | $1M | — | — | |
| 11 | AMD | 3.14% | 44,350 | $9M | $214.16 | $3M | +4,850 | +12.3% | |
| 12 | WALD | 1.51% | 2,425,677 | $5M | $1.88 | -$243K | — | — | |
| 13 | SPGI | 1.10% | 6,355 | $3M | $522.59 | $228K | — | — | |
| 14 | MCO | 1.07% | 6,353 | $3M | $510.85 | $218K | — | — | |
| 15 | CVX | 0.76% | 15,170 | $2M | $152.41 | -$44K | — | — | |
| 16 | COP | 0.47% | 15,235 | $1M | $93.61 | -$15K | — | — | |
| 17 | BRK-B | 0.35% | 2,080 | $1M | $502.65 | -$187 | — | — | |
| 18 | WALDW | 0.01% | 440,415 | $18K | $0.04 | $1K | — | — |