MFG magellan financial group limited
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Hi @mickeebeeMagellan's revised portfolio holdings were released...

  1. lost
    3,134 Posts.
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    06/02/23
    08:35
    Post #: 66085290
    Hi @mickeebee

    Magellan's revised portfolio holdings were released on Friday and the result is slightly better than above ($60M extra which improves performance ratios):
    https://hotcopper.com.au/data/attachments/5028/5028975-7da64f2ad3c0f776f8bd5a376d85bf2e.jpg

    Interestingly, they have added one of GQG's major holdings into the portfolio, United Health.

    Here is the revised portfolio holdings performance in detail:
    https://hotcopper.com.au/data/attachments/5028/5028978-60124db0625d33eefe9f5416ea6f2a64.jpg
    https://hotcopper.com.au/data/attachments/5028/5028981-911068295d1053d04d648919b280f547.jpg

    Best of Luck
    Lost


    MFG Price at posting: $9.23 Sentiment: None Disclosure: Not Held
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