MWAM
Manhattan West Asset Management Portfolio holdings
AUM
$432M
This Quarter Return
-10.29%
1 Year Return
+15.29%
3 Year Return
+57.03%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(-11%)
Cap. Flow
+$1.56M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
46.12%
Holding
123
New
13
Increased
54
Reduced
32
Closed
19
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
$5.42M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$3.44M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$2.63M |
| 4 |
Amazon
AMZN
|
$1.92M |
| 5 |
Leidos
LDOS
|
$1.49M |
Top Sells
Sector Composition
| 1 | Technology | 11.18% |
| 2 | Financials | 6.1% |
| 3 | Consumer Discretionary | 5.22% |
| 4 | Healthcare | 3.99% |
| 5 | Industrials | 2.94% |
