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
$389M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$28M
3
+$19.8M
4
SEE icon
Sealed Air
SEE
+$19M
5
HRL icon
Hormel Foods
HRL
+$11.8M

Top Sells

1
+$26.3M
2
+$16.8M
3
+$13.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.78M
5
CSL icon
Carlisle Companies
CSL
+$8.63M

Sector Composition

1 Industrials 54.12%
2 Materials 16.69%
3 Consumer Discretionary 15.69%
4 Technology 8.56%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.73%
+67,600
27
$2.62M 0.67%
+7,000
28
$2.47M 0.63%
+80,878
29
$2.25M 0.58%
+322,943
30
$1.88M 0.48%
350,000
-1,106,169
31
$1.82M 0.47%
19,168
+8,768
32
$1.64M 0.42%
68,794
+2,087
33
$1.63M 0.42%
+16,700
34
$1.11M 0.28%
+14,916
35
$1.09M 0.28%
+29,674
36
$1.01M 0.26%
+10,100
37
$991K 0.25%
+10,300
38
$961K 0.25%
+4,500
39
– –
-139,806
40
– –
-5,900
41
– –
-222,871
42
– –
-288,462
43
– –
-14,114
44
– –
-22,022
45
– –
-13,900
46
– –
-66,800
47
– –
-17,892
48
– –
-484,884
49
– –
-73,718
50
– –
-60,400
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