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Flagship Growth Portfolio – Amendments

We are selling our 4% holding in Whitehaven Coal (WHC). Coal prices have been strong and WHC has followed suit. This is a shorter term tactical play to take profits. and we may re-enter at a later date

MM are selling WHC in the Flagship Growth Portfolio, taking profit around $4.08
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Whitehaven Coal (WHC)

We are selling our 4% holding in Alumina (AWC), to raise capital for other purchases.

AWC
MM are selling AWC in the Flagship Growth Portfolio, taking a loss around $2
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Alumina (AWC)

We are increasing our position in CSL (CSL) into recent weakness. Adding 2% will bring the position to a 6% portfolio weighting.

CSL
MM are adding to CSL in the Flagship Growth Portfolio, increasing by 2% around $255.20
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CSL Limited (CSL)

We are increasing our position in Resmed (RMD) into recent weakness. Adding 2% will bring the position to a 6% portfolio weighting.

RMD
MM are adding to RMD in the Flagship Growth Portfolio, increasing by 2% around $32.50
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Resmed (RMD)

We are increasing our position in Qantas (QAN) into recent weakness. Adding 2% will bring the position to a 6% portfolio weighting.

QAN
MM are adding to QAN in the Flagship Growth Portfolio, increasing by 2% around $4.60
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Qantas (QAN)
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