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Man Group

Man Group Portfolio holdings

AUM $55.1B
1-Year Est. Return 24.23%
This Fund
S&P 500
This Quarter Est. Return
+1.79%
1 Year Est. Return
+24.23%
3 Year Est. Return
+82.67%
5 Year Est. Return
+105.49%
10 Year Est. Return
AUM
$26.9B
AUM Growth
-$745M
Cap. Flow
-$1.44B
Cap. Flow %
-5.33%
Top 10 Hldgs %
10.29%
Holding
2,052
New
188
Increased
624
Reduced
863
Closed
289

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$237M
2
LHX icon
L3Harris
LHX
+$121M
3
PG icon
Procter & Gamble
PG
+$115M
4
JD icon
JD.com
JD
+$112M
5
NKE icon
Nike
NKE
+$94.7M

Top Sells

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$200M
2
MNST icon
Monster Beverage
MNST
+$164M
3
CMI icon
Cummins
CMI
+$79.4M
4
ORCL icon
Oracle
ORCL
+$67M
5
BMY icon
Bristol-Myers Squibb
BMY
+$64.2M

Sector Composition

Rank Sector Weight
1 Technology 16.55%
2 Financials 16.13%
3 Healthcare 12.79%
4 Consumer Discretionary 12.31%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNM icon
1851
VanEck Vietnam ETF
VNM
$494M
-46,228
Closed -$741K
VPG icon
1852
Vishay Precision Group
VPG
$1.43B
-5,000
Closed -$203K
VYM icon
1853
Vanguard High Dividend Yield ETF
VYM
$80.8B
-3,300
Closed -$288K
WB icon
1854
Weibo
WB
$1.93B
-122
Closed -$5K
WIX icon
1855
WIX.com
WIX
$2.12B
-1,997
Closed -$284K
XHR
1856
Xenia Hotels & Resorts
XHR
$1.97B
-125,200
Closed -$2.61M
XLV icon
1857
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
-40,346
Closed -$3.74M
YEXT icon
1858
Yext
YEXT
$503M
-152,199
Closed -$3.06M
ZION icon
1859
Zions Bancorporation
ZION
$10.1B
-31,999
Closed -$1.47M
CNR
1860
Core Natural Resources Inc
CNR
$4.27B
-387,241
Closed -$10.3M
JOYY
1861
JOYY Inc
JOYY
$3.67B
-3,100
Closed -$216K
BCPC
1862
Balchem Corp
BCPC
$5.19B
-40,235
Closed -$4.02M
LGF.A
1863
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-137,970
Closed -$1.69M
FFNW
1864
DELISTED
First Financial Northwest, Inc
FFNW
-73,218
Closed -$1.04M
ITCI
1865
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-196,803
Closed -$2.56M
ALTR
1866
DELISTED
Altair Engineering Inc
ALTR
-1,395
Closed -$56K
ENLC
1867
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
-91,333
Closed -$922K
SAVE
1868
DELISTED
Spirit Airlines, Inc.
SAVE
-13,756
Closed -$657K
SRCL
1869
DELISTED
Stericycle Inc
SRCL
-49,314
Closed -$2.35M
SWN
1870
DELISTED
Southwestern Energy Company
SWN
-109,900
Closed -$347K
LL
1871
DELISTED
LL Flooring Holdings, Inc.
LL
-11,600
Closed -$134K
TWOU
1872
DELISTED
2U Inc
TWOU
-302
Closed -$341K
EVBG
1873
DELISTED
Everbridge, Inc. Common Stock
EVBG
-5,273
Closed -$472K
CAMP
1874
DELISTED
CalAmp Corp.
CAMP
-1,291
Closed -$347K
KAMN
1875
DELISTED
Kaman Corp
KAMN
-69,497
Closed -$4.43M

Similar funds

Man Group's Q3 2019 Portfolio in Review

As of Q3 2019, Man Group held 2,052 positions worth $26.9B, down 2.7% from $27.7B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Man Group withdrew a net $1.44B in Q3 2019, closing 289 positions and reducing 863 holdings. Its most notable exit was Red Hat Inc, an estimated $56.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Man Group opened a new position in American Homes 4 Rent worth $29.1M.

  • Man Group's largest Q3 2019 buy was American Homes 4 Rent: 1,123,651 shares worth $29.1M.
  • Man Group added most to Intel in Q3 2019, an estimated $237M increase.
  • Man Group's biggest Q3 2019 reduction was Starbucks, cutting an estimated $200M.
  • Man Group fully exited Red Hat Inc in Q3 2019, selling an estimated $56.6M.
  • Man Group's ten largest holdings make up 10% of its $26.9B portfolio in Q3 2019.
  • Man Group opened 188 new positions and closed 289 in Q3 2019.
  • Man Group's portfolio value fell 2.7% quarter-over-quarter to $26.9B.

Based on Man Group's 13F filing for Q3 2019, filed 14 Nov 2019.