MHH magellan high conviction trust
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Ann: MHH Fund Update - May 2021, page-2

  1. jubajosh21
    89 Posts.
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    16/06/21
    14:03
    Post #: 53874971
    Changes from April to May:
    • Cash down from 5% to 4% (net buying)
    • US position up from 38% to 39% (inferred net buying of US equites)
    • No changes to top 5 holdings


    https://hotcopper.com.au/data/attachments/3273/3273844-086b9374db8734f36c26b7e7d06e6912.jpg

    MHH Price at posting: $1.54 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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