Long-term investor
Manning & Napier Advisors LLC @manningnapieradvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000062039).
Record
- Tracked since 2025-06-30 (434 days), 125 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months +6.8% · 1 year +10.4% · all +10.4%
- Max drawdown -4.5% · Sharpe 0.47 · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.7% · long · since 2025-06-30
- MSFT · 4.2% · long · since 2025-06-30
- TSM · 3.6% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- MA · 2.9% · long · since 2025-06-30
- GOOGL · 2.9% · long · since 2025-06-30
- V · 2.7% · long · since 2025-06-30
- VGIT · 2.5% · long · since 2025-06-30
- META · 2.5% · long · since 2025-06-30
- UPS · 2.5% · long · since 2025-12-31
- AMAT · 2.4% · long · since 2025-09-30
- KNX · 2.2% · long · since 2026-06-30