MC
| |
Mid Cap Growth Trust | JAEVXMutual Fund | |
| Mid Cap Growth Trust | |
| Last update 2026-06-02 | 62 Stocks (10 new) |
| Value $621.00 Mil | Turnover 24 % |
Mid Cap Growth Trust Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRT | Vertiv Holdings Co | 134,085 | 33,599.0 | +6.54% | 5.410 | +0.33% | 0.030 | +20.45% | +87.69% | 116,749.9 | Industrial Products | |
NET | Cloudflare Inc | 136,848 | 28,237.2 | +19.57% | 4.540 | +0.74% | 0.040 | +12.90% | +20.33% | 84,205.9 | Software | |
HWM | Howmet Aerospace Inc | 105,645 | 24,347.0 | +6.54% | 3.920 | +0.24% | 0.030 | +16.69% | +31.28% | 107,576.9 | Aerospace & Defense | |
RCL | Royal Caribbean Group | 87,105 | 23,969.5 | +59.90% | 3.860 | +1.45% | 0.030 | +16.71% | +15.26% | 85,320.9 | Travel & Leisure | |
NTRA | Natera Inc | 111,402 | 22,279.3 | +6.54% | 3.590 | +0.22% | 0.080 | +33.53% | +14.33% | 37,509.5 | Medical Diagnostics & Research | |
GLW | Corning Inc | 163,427 | 22,221.2 | +6.54% | 3.580 | +0.22% | 0.020 | +63.60% | +153.31% | 190,244.0 | Hardware | |
AXON | Axon Enterprise Inc | 39,371 | 16,720.5 | +26.32% | 2.690 | +0.56% | 0.050 | +3.19% | -18.15% | 37,466.3 | Aerospace & Defense | |
FLEX | Flex Ltd | 241,202 | 15,789.1 | +6.54% | 2.540 | +0.16% | 0.070 | +126.14% | +142.39% | 53,657.8 | Hardware | |
ECHO | EchoStar Corp | 128,450 | 15,037.6 | New Holding | 2.420 | +2.42% | 0.040 | -12.58% | -10.40% | 28,224.9 | Telecommunication Services | |
PWR | Quanta Services Inc | 26,368 | 14,476.6 | -42.59% | 2.330 | -1.37% | 0.020 | +26.09% | +63.05% | 103,221.9 | Construction |
Mid Cap Growth Trust's Historical Top Holdings Breakdowns
Mid Cap Growth Trust's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ECHO | EchoStar Corp | 2026-03-31 | New Buy New Buy | +2.42% | 106.24 ($114.76) 131.09 | $97.39 | -15.14% | New holding | 128,450 | 128,450 | |
DDOG | Datadog Inc | 2026-03-31 | New Buy New Buy | +2.00% | 102.62 ($123.48) 141.45 | $239.77 | 94.18% | New holding | 105,509 | 105,509 | |
DKNG | DraftKings Inc | 2026-03-31 | Add Add | +1.96% | 20.72 ($27.09) 36.24 | $25.70 | -5.13% | Add 554.07% | 664,476 | 562,885 | |
LYV | Live Nation Entertainment Inc | 2026-03-31 | Sold Out Sold Out | -1.67% | 138.14 ($151.44) 165.83 | $179.46 | 18.50% | Sold Out | 0 | -70,906 | |
TSX:ATZ | Aritzia Inc | 2026-03-31 | New Buy New Buy | +1.61% | 105.77 (C$117.91) 137.75 | C$158.22 | 34.19% | New holding | 122,232 | 122,232 | |
RCL | Royal Caribbean Group | 2026-03-31 | Add Add | +1.45% | 261.37 ($297.79) 348.03 | $318.13 | 6.83% | Add 59.9% | 87,105 | 32,632 | |
PWR | Quanta Services Inc | 2026-03-31 | Reduce Reduce | -1.37% | 413.17 ($514.99) 578.44 | $687.87 | 33.57% | Reduce -42.59% | 26,368 | -19,560 | |
CHWY | Chewy Inc | 2026-03-31 | Sold Out Sold Out | -1.28% | 23.37 ($27.87) 33.99 | $18.55 | -33.44% | Sold Out | 0 | -233,330 | |
SNDK | SanDisk Corp | 2026-03-31 | New Buy New Buy | +1.24% | 274.08 ($564.88) 772.09 | $2,090.71 | 270.12% | New holding | 12,128 | 12,128 | |
MKSI | MKS Inc | 2026-03-31 | New Buy New Buy | +1.23% | 168.36 ($226.13) 262.94 | $388.61 | 71.85% | New holding | 33,254 | 33,254 |
Mid Cap Growth Trust Total Holding History ($B)
Mid Cap Growth Trust's Asset Allocation
Mid Cap Growth Trust Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Mid Cap Growth Trust's Hypothetical Growth since 2026-03-31
Mid Cap Growth Trust's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Mid Cap Growth Trust's Holdings Heat Map
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Mid Cap Growth Trust's Holdings Bubble Chart
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