AWAM

Appian Way Asset Management Portfolio holdings

AUM $398M
1-Year Est. Return 11.53%
This Quarter Est. Return
1 Year Est. Return
+11.53%
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
1
$47M 12.03%
1,349,857
+546,701
2
$40M 10.24%
+1,215,961
3
$32.3M 8.27%
394,855
+342,200
4
$31.3M 8.02%
2,604,136
+334,034
5
$29.1M 7.45%
172,344
-25,020
6
$28.6M 7.31%
4,823,742
+1,108,373
7
$19.8M 5.07%
+396,764
8
$16.7M 4.27%
155,874
+27,191
9
$16.4M 4.2%
490,062
-69,308
10
$11.8M 3.02%
+387,373
11
$11.5M 2.95%
236,552
-2,517
12
$10.7M 2.74%
47,703
-2,300
13
$10.2M 2.62%
+354,371
14
$9.03M 2.31%
162,782
-9,626
15
$8.18M 2.1%
136,312
+79,512
16
$7.07M 1.81%
48,840
-115,779
17
$5.37M 1.38%
133,018
+71,600
18
$5.29M 1.35%
+205,026
19
$5.19M 1.33%
+20,131
20
$4.82M 1.23%
111,623
+61,604
21
$3.82M 0.98%
+27,600
22
$3.6M 0.92%
+72,064
23
$3.31M 0.85%
+96,783
24
$2.99M 0.77%
+31,400
25
$2.98M 0.76%
+37,000
1
2 3