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
$158M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$133K
3
+$20.3K

Top Sells

1
+$1.5M
2
+$306K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.8M 54.24%
218,043
-3,816
2
$48.5M 30.65%
+475,546
3
$20.8M 13.16%
200,899
+196
4
$1.5M 0.95%
27,056
5
$858K 0.54%
10,442
+1,622
6
$726K 0.46%
8,447
-3,564