We are selling our 3% holding in Seek (SEK) following this weeks softer than expected FY24 guidance.
MM are selling SEK in the Flagship Growth Portfolio, taking a small loss around $23.50
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We are increasing our existing position in Xero (XRO) into weakness, increasing by ~2% taking this to a 5% target portfolio weight.
MM are adding to XRO in the Flagship Growth Portfolio, targeting a 5% weighting around $115
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We are increasing our existing position in Treasury Wines (TWE) following this weeks result, increasing by ~1% taking this to a 5% target portfolio weight.
MM are adding to TWE in the Flagship Growth Portfolio, targeting a 5% weighting around $11.70
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