MWAM

Manhattan West Asset Management Portfolio holdings

AUM $473M
1-Year Est. Return 18.62%
This Quarter Est. Return
1 Year Est. Return
+18.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.45M
3
+$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.9M
5
NVDA icon
NVIDIA
NVDA
+$1.87M

Top Sells

1
+$2.69M
2
+$1.34M
3
+$1.34M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.24M
5
MDT icon
Medtronic
MDT
+$1.19M

Sector Composition

1 Technology 20.76%
2 Financials 9.27%
3 Consumer Discretionary 6.31%
4 Communication Services 5.44%
5 Healthcare 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.59%
23,350
+1,325
52
$2.25M 0.58%
4,030
+145
53
$2.16M 0.55%
28,549
+1,489
54
$2.02M 0.52%
12,182
+2,657
55
$1.99M 0.51%
4,237
+113
56
$1.95M 0.5%
76,870
+14,365
57
$1.86M 0.48%
6,780
-250
58
$1.86M 0.47%
31,618
-1,402
59
$1.77M 0.45%
7,605
+768
60
$1.77M 0.45%
12,120
+2,130
61
$1.76M 0.45%
22,304
+307
62
$1.76M 0.45%
2,127
+423
63
$1.71M 0.44%
41,907
+340
64
$1.7M 0.43%
16,229
+425
65
$1.54M 0.39%
+7,701
66
$1.53M 0.39%
+94,642
67
$1.5M 0.38%
25,714
-326
68
$1.36M 0.35%
6,995
+106
69
$1.23M 0.31%
13,677
-13,253
70
$1.17M 0.3%
3,227
+166
71
$1.16M 0.29%
2,108
+309
72
$1.11M 0.28%
14,082
+295
73
$1.09M 0.28%
26,553
74
$1.09M 0.28%
43,175
-1,047
75
$1.08M 0.28%
16,607
-6,565
1 2
3
4 5