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
51
-15,788
52
-24,658