MA

Mangham Associates Portfolio holdings

AUM $53.9M
1-Year Est. Return 13.02%
This Quarter Est. Return
1 Year Est. Return
+13.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$62.8K

Top Sells

1 +$27.2M
2 +$1.61M
3 +$42.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$82.2M 70.28%
277,886
-91,839
2
$33.5M 28.68%
414,145
+775
3
$1.22M 1.04%
22,708
-786
4
-39,243