MM

Morangie Management Portfolio holdings

AUM $116M
1-Year Est. Return 14.69%
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$499K
2 +$463K
3 +$314K
4
SPG icon
Simon Property Group
SPG
+$243K
5
BAC icon
Bank of America
BAC
+$164K

Top Sells

1 +$2.41M
2 +$742K
3 +$444K
4
AMZN icon
Amazon
AMZN
+$327K
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$325K

Sector Composition

1 Technology 39.96%
2 Consumer Discretionary 23.45%
3 Financials 11.85%
4 Real Estate 1.67%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,360
27
-7,268