Manitou Investment Management Ltd. - Alanna Marshall

Manitou Investment Management Ltd. a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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Alanna Marshall

Alanna Marshall
Manitou Investment Management Ltd.

Hedge Fund Manager
Ranked #56 out of 487 Hedge Fund Managers

Portfolio Gain

+173.47%
Since Jan 2016

Sharpe Ratio

3.07
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$446.95M
Alanna Marshall manages more assets than 22% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+19.91%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
33.54% Financial
20.68% Technology
12.43% Healthcare
12.10% Consumer Cyclical
11.72% Communication Services
5.21% Consumer Defensive
3.90% Basic Materials
0.13% Industrial Goods
<0.01% Real Estate
<0.01% Energy
A breakdown of Manitou Investment Management Ltd.'s portfolio by sector

Manitou Investment Management Ltd. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Costco
Reduced
Consumer Cyclical
$785.61
($697.27-$873.96)
+6.96%
-67.55%
219.30K
0.05%
Novo Nordisk
Reduced
Healthcare
$134.72
($121.29-$148.15)
-3.84%
-11.93%
165.44K
0.04%
Electronic Arts
Not Changed
Communication Services
$133.37
($124.92-$141.82)
+5.29%
0.00%
2.65K
<0.01%
Rheinmetall
Not Changed
Industrial Goods
$111.81
($101.94-$121.68)
+13.07%
0.00%
20.39K
<0.01%
L'Oreal
Not Changed
Consumer Defensive
$93.57
($87.89-$99.25)
-7.38%
0.00%
22.50K
<0.01%
Lululemon Athletica
Added
Consumer Cyclical
$343.52
($293.03-$394.00)
-11.18%
+188.24%
73.18K
0.02%
Visa
Reduced
Financial
$272.13
($261.25-$283.00)
+10.89%
-17.74%
826.25K
0.18%
Diageo
Reduced
Consumer Defensive
$137.45
($125.66-$149.24)
+7.43%
-0.62%
11.24M
2.47%
TJX Companies
Not Changed
Consumer Cyclical
$102.07
($92.35-$111.79)
+9.01%
0.00%
30.61K
<0.01%
Eli Lilly & Co
Not Changed
Healthcare
$816.92
($718.30-$915.54)
+2.15%
0.00%
36.22K
<0.01%
See a list of Manitou Investment Management Ltd.'s holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Manitou Investment Management Ltd.'s performance with other Hedge Funds and the S&P 500

Manitou Investment Management Ltd. activity FAQ

What is Manitou Investment Management Ltd.’s portfolio gain since Jun 2013?
Manitou Investment Management Ltd.’s portfolio gain since Jun 2013 was 173.47%.
    What is Manitou Investment Management Ltd.’s Sharpe Ratio?
    Manitou Investment Management Ltd.’s Sharpe Ratio is 3.07.
      What is Manitou Investment Management Ltd.’s portfolio value?
      Manitou Investment Management Ltd.’s portfolio value is $446.95M.
        What is Manitou Investment Management Ltd.’s average return since the fund’s last 13F filing?
        Manitou Investment Management Ltd.’s average return since the fund’s last 13F filing is 4.40%.
          What was Manitou Investment Management Ltd.’s average return in the last 12 months?
          Manitou Investment Management Ltd.’s average return in the last 12 months was 19.05%.
            What was Manitou Investment Management Ltd.’s average return in the last 3 years?
            Manitou Investment Management Ltd.’s average return in the last 3 years was 19.91%.
              When was the most recent most recent 13F form submitted by Manitou Investment Management Ltd.?
              Manitou Investment Management Ltd.'s most recent 13F form was submitted on Jun 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Alanna Marshall Net Worth?
                  Alanna Marshall is Managing Manitou Investment Management Ltd. which has a net worth of $446.95M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Alanna Marshall and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.