MWAM

Manhattan West Asset Management Portfolio holdings

AUM $489M
1-Year Est. Return 19.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$3.66M
3
+$2.84M
4
NVO icon
Novo Nordisk
NVO
+$1.98M
5
UNH icon
UnitedHealth
UNH
+$1.83M

Top Sells

1
+$4.33M
2
+$2.41M
3
+$2.19M
4
AAPL icon
Apple
AAPL
+$1.68M
5
GS icon
Goldman Sachs
GS
+$1.58M

Sector Composition

1 Technology 24.71%
2 Financials 8.19%
3 Consumer Discretionary 6.76%
4 Communication Services 6.19%
5 Healthcare 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.56%
3,909
-121
52
$2.36M 0.55%
21,929
+475
53
$2.1M 0.49%
6,925
+145
54
$2.04M 0.47%
3,694
-543
55
$2.03M 0.47%
13,317
+1,135
56
$2.03M 0.47%
47,591
+5,684
57
$2.01M 0.46%
+29,091
58
$2.01M 0.46%
82,732
+5,862
59
$1.82M 0.42%
135,151
+40,509
60
$1.73M 0.4%
2,214
+87
61
$1.67M 0.39%
7,542
-63
62
$1.59M 0.37%
27,130
-4,488
63
$1.53M 0.35%
24,719
-995
64
$1.5M 0.35%
2,029
+220
65
$1.47M 0.34%
7,164
+169
66
$1.44M 0.33%
13,141
-3,088
67
$1.33M 0.31%
+17,967
68
$1.33M 0.31%
3,121
-106
69
$1.26M 0.29%
7,238
-463
70
$1.22M 0.28%
2,175
+67
71
$1.17M 0.27%
13,453
-224
72
$1.15M 0.27%
15,472
-1,135
73
$1.14M 0.26%
8,470
-7,848
74
$1.12M 0.26%
12,560
75
$1.11M 0.26%
26,553
1 2
3
4 5