V. M. Manning & Co. Inc.
V. M. Manning & Co., Inc. is an SEC-registered investment adviser and broker-dealer headquartered in Greenville, South Carolina. Established in 1962, the firm provides investment management and brokerage services to institutional and individual clients. It has a small team and serves clients primarily in the southeastern United States. The firm is known for its longevity in the financial advisory space and its personalized approach to portfolio management.
Investment Strategy
V. M. Manning & Co., Inc. focuses on traditional portfolio management and brokerage services, emphasizing long-term investment strategies tailored to individual client needs. The firm constructs diversified portfolios primarily using U.S. equities and fixed income securities, aiming to achieve growth and capital preservation over time. They adopt a disciplined investment approach, with an emphasis on fundamental analysis and close client relationships.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 41.35% | $45.4M | 260,222 | $157.99 | $186.58 | $0 |
A AAPL | APPLE INC | 11.08% | $12.2M | 52,347 | $254.63 | $254.63 | +$12.2M |
V VMC | VULCAN MATLS CO | 3.02% | $3.3M | 11,395 | $260.82 | $307.62 | $0 |
A ABT | ABBOTT LABS | 2.46% | $2.7M | 20,508 | $133.94 | $133.94 | +$2.7M |
S SPY | SPDR S&P 500 ETF TR | 2.24% | $2.5M | 3,823 | $617.85 | $666.18 | $0 |