MGM
Manchester Global Management Portfolio holdings
AUM
$742M
1-Year Est. Return
37.6%
This Fund
S&P 500
1 Year Est. Return
+37.6%
AUM
$760M
AUM Growth
+$66.6M
(+9.6%)
Holding
26
Top Buys
| 1 | +$65.1M | |
| 2 | +$35.2M | |
| 3 | +$24M | |
| 4 |
Ferguson
FERG
|
+$19.3M |
| 5 |
TSMC
TSM
|
+$12.1M |
Top Sells
| 1 | +$30.9M | |
| 2 | +$26.3M | |
| 3 | +$24.3M | |
| 4 |
UnitedHealth
UNH
|
+$21.9M |
| 5 |
Netflix
NFLX
|
+$19.8M |
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 | |
|---|---|---|---|---|---|---|
26
Procore
PCOR
$8.62B
| – | – |
-355,213
|
|