MGM

Manchester Global Management Portfolio holdings

AUM $694M
1-Year Est. Return 24.35%
This Quarter Est. Return
1 Year Est. Return
+24.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
-$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$23.3M
3
+$23.2M
4
TEAM icon
Atlassian
TEAM
+$20.7M
5
ONON icon
On Holding
ONON
+$14.1M

Top Sells

1
+$32.2M
2
+$25.9M
3
+$24.3M
4
MNDY icon
monday.com
MNDY
+$15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.2M

Sector Composition

1 Technology 36.76%
2 Healthcare 23.01%
3 Consumer Discretionary 22.78%
4 Communication Services 8.67%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
26
KLA
KLAC
$152B
– –
-9,745
MNDY icon
27
monday.com
MNDY
$9.59B
– –
-63,600
POOL icon
28
Pool Corp
POOL
$11B
– –
-34,300
INTU icon
29
Intuit
INTU
$185B
– –
-13,926
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