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Moderate Growth Portfolio

Moderate Growth Portfolio
Complete breakdown of the expert's current portfolio holdings and performance metrics
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Complete breakdown of the expert's current portfolio holdings and performance metrics
| Thesis | ||||||
|---|---|---|---|---|---|---|
Microsoft Corporation$MSFT · 14 shares | $472.12 | $474.00 | +$26.32 | +0.40% | $6,636.00 | |
Meta Platforms, Inc.$META · 10 shares | $594.25 | $613.05 | +$188.00 | +3.16% | $6,130.50 | |
Amazon.com, Inc.$AMZN · 27 shares | $220.69 | $226.06 | +$144.99 | +2.43% | $6,103.62 | |
ASML Holding N.V.$ASML · 6 shares | $966.57 | $987.82 | +$127.50 | +2.20% | $5,926.92 | |
Taiwan Semiconductor Manufacturing Company Limited$TSM · 18 shares | $275.06 | $284.64 | +$172.44 | +3.48% | $5,123.52 | |
Vistra Corp.$VST · 29 shares | $168.59 | $175.14 | +$189.95 | +3.89% | $5,079.06 | |
Adobe Inc.$ADBE · 15 shares | $324.19 | $318.73 | -$81.90 | -1.68% | $4,780.95 | |
S&P Global Inc.$SPGI · 8 shares | $493.60 | $489.24 | -$34.88 | -0.88% | $3,913.92 | |
Novo Nordisk A/S$NVO · 84 shares | $47.63 | $44.97 | -$223.44 | -5.58% | $3,777.48 | |
Brookfield Asset Management Ltd.$BAM · 39 shares | $50.47 | $50.79 | +$12.48 | +0.63% | $1,980.81 |
Portfolio distribution by economic sectors, industries, and countries
Technology
41.73 %
Consumer Cyclical
22.65 %
Financial Services
14.49 %
Healthcare
7.93 %
Utilities
5.00 %
Consumer Defensive
4.36 %
Real Estate
3.85 %
Latest portfolio activity and trades




