Mmbg Investment Advisors Co. Portfolio Holdings

Mmbg Investment Advisors Co.

  • $957 Million
  • Q3 2024

Mmbg Investment Advisors Co. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $957 Million distributed in 166 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $97.7M, Microsoft Corp with a value of $76M, Amazon Com Inc with a value of $68.9M, Alphabet Inc. with a value of $53.4M, and Betterware De Mexico, S.A.P.I. De C.V with a value of $51.5M.

Examining the 13F form we can see an increase of $25.4M in the current position value, from $932M to 957M.

Below you can find more details about Mmbg Investment Advisors Co. portfolio as well as his latest detailed transactions.

Portfolio value $957 Million
Technology: $269 Million
ETFs: $207 Million
Consumer Cyclical: $157 Million
Communication Services: $146 Million
Financial Services: $85.9 Million
Healthcare: $34.4 Million
Consumer Defensive: $28.6 Million
Industrials: $21.4 Million
Other: $8.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.97B
$5.6 Million 0.59% of portfolio
920,000
Q3 2024 New
$6.16B
$1.2 Million 0.12% of portfolio
58,615
Q4 2022 Reduced 31.54%
$9.13B
$679,000 0.07% of portfolio
6,070
Q1 2023 Added 51.75%
$4.57B
$338,000 0.04% of portfolio
5,667
Q2 2022 Reduced 19.04%
$3.59B
$299,000 0.03% of portfolio
7,815
Q3 2023 New
$9.01B
$215,000 0.02% of portfolio
1,910
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $957 Million
  • Prior Value $932 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Mmbg Investment Advisors Co. Portfolio

Follow Mmbg Investment Advisors Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mmbg Investment Advisors Co., based on Form 13F filings with the SEC.

News

Stay updated on Mmbg Investment Advisors Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email