Portfolio (Quarterly)
Guide ↗
Infusive Asset Management Inc.
· CIK 0001749333| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | Technology | 16,586 | $4.7M | 2.02% | SOLD |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 12,813 | $3.9M | 1.66% | SOLD |
| 3 | PINS | PINTEREST INC | Communication Services | 124,263 | $3.2M | 1.37% | SOLD |
| 4 | DIS | DISNEY WALT CO | Communication Services | 26,000 | $3.0M | 1.26% | SOLD |
| 5 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 7,627 | $2.1M | 0.91% | SOLD |
Sector Allocation
Consumer Cyclical
30.1%
Consumer Defensive
23.8%
Technology
17.9%
Communication Services
15.9%
Financial Services
12.2%