MM

MWG Management Portfolio holdings

AUM $51.9M
1-Year Est. Return 36.8%
This Quarter Est. Return
1 Year Est. Return
-36.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$825M
AUM Growth
-$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$137M

Top Sells

1 +$14.8M
2 +$3.53M
3 +$455K

Sector Composition

1 Healthcare 77.94%
2 Industrials 22.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$300M 36.43%
1,014,926
-1,536
2
$206M 24.93%
2,362,635
3
$182M 22.06%
40,254,832
-3,284,188
4
$137M 16.58%
+346,541
5
-74,743