MGCM
Mane Global Capital Management Portfolio holdings
AUM
$2.2B
This Quarter Return
+4.61%
1 Year Return
+88.51%
3 Year Return
+391.52%
5 Year Return
–
10 Year Return
–
AUM
$556M
AUM Growth
–
Cap. Flow
+$556M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.46%
Holding
28
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$50.6M |
| 2 |
Domino's
DPZ
|
$43.5M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$35.1M |
| 4 |
Meta Platforms (Facebook)
META
|
$33.6M |
| 5 |
Ulta Beauty
ULTA
|
$31.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 67.12% |
| 2 | Communication Services | 19.86% |
| 3 | Technology | 4.93% |
| 4 | Financials | 4.41% |
| 5 | Consumer Staples | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Deckers Outdoor
DECK
$18.2B
| $6.26M | 1.07% |
+17,100
| New | +$6.26M |
|
27
Signet Jewelers
SIG
$3.72B
| $5.99M | 1.02% |
+68,856
| New | +$5.99M |
|
|
ATVI
28
DELISTED
Activision Blizzard Inc.
ATVI
| – | – |
0
| – | – |
|