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Manifold Partners Portfolio holdings

AUM $10.4M
1-Year Est. Return 5.49%
This Fund
S&P 500
This Quarter Est. Return
-6.52%
1 Year Est. Return
+5.49%
3 Year Est. Return
+24.86%
5 Year Est. Return
+26.58%
10 Year Est. Return
AUM
$107M
AUM Growth
-$4.54M
Cap. Flow
+$3.73M
Cap. Flow %
3.47%
Top 10 Hldgs %
66.79%
Holding
123
New
56
Increased
13
Reduced
22
Closed
32

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.69%
2 Healthcare 4.29%
3 Financials 3.24%
4 Technology 3.18%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDY icon
1
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$16.4M 15.26%
65,861
+958
+1% +$254K
IEF icon
2
iShares 7-10 Year Treasury Bond ETF
IEF
$42.9B
$8.08M 7.52%
+74,888
New +$7.95M
PFF icon
3
iShares Preferred and Income Securities ETF
PFF
$13.1B
$6.8M 6.34%
176,280
+41,222
+31% +$1.61M
MBB icon
4
iShares MBS ETF
MBB
$39B
$6.78M 6.32%
+61,883
New +$6.75M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$110B
$6.71M 6.25%
125,916
+78,800
+167% +$4.47M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$5.79M 5.39%
30,198
-5,518
-15% -$1.12M
IYW icon
7
iShares US Technology ETF
IYW
$25.3B
$5.57M 5.19%
225,404
+49,864
+28% +$1.29M
HEDJ icon
8
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.85B
$5.56M 5.18%
203,612
+39,322
+24% +$1.18M
IYH icon
9
iShares US Healthcare ETF
IYH
$3.74B
$5.51M 5.13%
196,915
+40,420
+26% +$1.26M
HYG icon
10
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$4.52M 4.21%
54,306
+11,365
+26% +$985K
REM icon
11
iShares Mortgage Real Estate ETF
REM
$537M
$4.07M 3.79%
102,388
+24,006
+31% +$1.02M
HEWJ icon
12
iShares Currency Hedged MSCI Japan ETF
HEWJ
$746M
$3.94M 3.67%
143,552
+24,325
+20% +$736K
EZU icon
13
iShare MSCI Eurozone ETF
EZU
$9.87B
$3.21M 2.99%
93,554
-27,092
-22% -$1M
EWJ icon
14
iShares MSCI Japan ETF
EWJ
$22.7B
$2.23M 2.08%
48,775
+9,298
+24% +$459K
EWP icon
15
iShares MSCI Spain ETF
EWP
$2.24B
$2.08M 1.94%
70,087
+14,169
+25% +$463K
EMB icon
16
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$1.78M 1.66%
16,732
-9,041
-35% -$980K
GILD icon
17
Gilead Sciences
GILD
$181B
$686K 0.64%
+6,990
New +$776K
CELG
18
DELISTED
Celgene Corp
CELG
$639K 0.6%
+5,910
New +$733K
WBA
19
DELISTED
Walgreens Boots Alliance
WBA
$631K 0.59%
7,590
-1,472
-16% -$133K
RYAAY icon
20
Ryanair
RYAAY
$29.1B
$600K 0.56%
+18,671
New +$577K
NXPI icon
21
NXP Semiconductors
NXPI
$56.4B
$597K 0.56%
+6,860
New +$618K
NVO
22
Novo Nordisk
NVO
$202B
$562K 0.52%
+20,740
New +$587K
LUX
23
DELISTED
Luxottica Group
LUX
$503K 0.47%
+7,260
New +$502K
ASML icon
24
ASML
ASML
$651B
$459K 0.43%
+5,220
New +$494K
SIRO
25
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
$432K 0.4%
+4,630
New +$459K

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Manifold Partners's Q3 2015 Portfolio in Review

As of Q3 2015, Manifold Partners held 123 positions worth $107M, down 4.1% from $112M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Manifold Partners deployed $3.73M of net new capital in Q3 2015, opening 56 new positions and adding to 13 existing holdings. Its largest new stake was iShares 7-10 Year Treasury Bond ETF: 74,888 shares worth $8.08M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 75% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was WisdomTree Japan Hedged Equity Fund, an estimated $3.27M trimmed.

  • Manifold Partners's largest Q3 2015 buy was iShares 7-10 Year Treasury Bond ETF: 74,888 shares worth $8.08M.
  • Manifold Partners added most to iShares Core S&P Small-Cap ETF in Q3 2015, an estimated $4.47M increase.
  • Manifold Partners's biggest Q3 2015 reduction was WisdomTree Japan Hedged Equity Fund, cutting an estimated $3.27M.
  • Manifold Partners fully exited Invesco Taxable Municipal Bond ETF in Q3 2015, selling an estimated $2.74M.
  • Manifold Partners's ten largest holdings make up 67% of its $107M portfolio in Q3 2015.
  • Manifold Partners opened 56 new positions and closed 32 in Q3 2015.
  • Manifold Partners's portfolio value fell 4.1% quarter-over-quarter to $107M.

Based on Manifold Partners's 13F filing for Q3 2015, filed 4 Nov 2015.