AWAM

Appian Way Asset Management Portfolio holdings

AUM $460M
1-Year Est. Return 0.62%
This Quarter Est. Return
1 Year Est. Return
+0.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$16.8M
3
+$11M
4
LIN icon
Linde
LIN
+$9.63M
5
ASH icon
Ashland
ASH
+$8.84M

Top Sells

1
+$23.1M
2
+$21M
3
+$18.3M
4
SWK icon
Stanley Black & Decker
SWK
+$15.6M
5
PPG icon
PPG Industries
PPG
+$13.8M

Sector Composition

1 Materials 41.87%
2 Industrials 29.12%
3 Consumer Discretionary 23.08%
4 Consumer Staples 2.85%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.89%
+8,800
27
$1.94M 0.88%
13,600
-25,100
28
$1.88M 0.85%
+29,094
29
$1M 0.46%
+12,000
30
$912K 0.41%
+31,798
31
$895K 0.41%
111,875
-9,418
32
$298K 0.14%
+29,591
33
$111K 0.05%
11,208
34
$79K 0.04%
+24,658
35
$33K 0.02%
100,000
36
$6K ﹤0.01%
13,766
37
– –
-43,500
38
– –
-12,200
39
– –
-16,376
40
– –
-100,300
41
– –
-293,606
42
– –
-58,903
43
– –
-79,854
44
– –
-80,054
45
– –
-5,700
46
– –
-82,800
47
– –
-20,049
48
– –
-563,055
49
– –
-191,489
50
– –
-283,688
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