MWAM

Manhattan West Asset Management Portfolio holdings

AUM $432M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.91M
3
+$1.56M
4
UBER icon
Uber
UBER
+$1.55M
5
MBB icon
iShares MBS ETF
MBB
+$1.23M

Top Sells

1
+$9.48M
2
+$8.98M
3
+$2.97M
4
TJX icon
TJX Companies
TJX
+$2.63M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.44M

Sector Composition

1 Technology 21.21%
2 Financials 8.8%
3 Consumer Discretionary 6.72%
4 Communication Services 5.65%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.58%
26,930
+2,863
52
$2.11M 0.57%
4,124
-482
53
$2.04M 0.55%
7,030
-540
54
$2M 0.54%
18,580
+785
55
$1.98M 0.53%
23,172
-328
56
$1.92M 0.52%
33,020
-803
57
$1.91M 0.52%
13,212
-974
58
$1.9M 0.51%
27,060
-15,865
59
$1.87M 0.5%
41,567
+2,288
60
$1.82M 0.49%
15,804
-15
61
$1.69M 0.46%
6,837
-3,715
62
$1.66M 0.45%
21,997
+11,704
63
$1.66M 0.45%
62,505
-9,108
64
$1.62M 0.44%
26,040
-514
65
$1.55M 0.42%
+25,683
66
$1.54M 0.42%
9,990
-569
67
$1.38M 0.37%
9,525
-94
68
$1.35M 0.36%
6,889
-268
69
$1.34M 0.36%
37,477
-18,472
70
$1.32M 0.36%
1,704
+91
71
$1.23M 0.33%
3,061
72
$1.13M 0.31%
44,222
-478
73
$1.1M 0.3%
26,553
74
$1.08M 0.29%
13,787
+486
75
$986K 0.27%
40,613
-57
1 2
3
4 5