MGM

Manchester Global Management Portfolio holdings

AUM $760M
1-Year Est. Return 32.48%
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$760M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$42.5M
3
+$27.1M
4
FERG icon
Ferguson
FERG
+$19.1M
5
TSM icon
TSMC
TSM
+$13.8M

Top Sells

1
+$30.8M
2
+$26.3M
3
+$24.3M
4
UNH icon
UnitedHealth
UNH
+$21.9M
5
NFLX icon
Netflix
NFLX
+$19.4M

Sector Composition

1 Technology 46.85%
2 Communication Services 21.08%
3 Consumer Discretionary 15.28%
4 Industrials 6.21%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$305B
– –
-70,222
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