MWAM
Manhattan West Asset Management Portfolio holdings
AUM
$432M
This Quarter Return
+6.73%
1 Year Return
+15.29%
3 Year Return
+57.03%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+21%)
Cap. Flow
+$25.4M
Cap. Flow
% of AUM
12.97%
Top 10 Holdings %
Top 10 Hldgs %
45.88%
Holding
118
New
20
Increased
55
Reduced
33
Closed
5
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.71M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$867K |
| 3 |
Autoliv
ALV
|
$713K |
| 4 |
VanEck Long Muni ETF
MLN
|
$699K |
| 5 |
Lowe's Companies
LOW
|
$389K |
Sector Composition
| 1 | Technology | 10.2% |
| 2 | Financials | 6.14% |
| 3 | Consumer Discretionary | 4.17% |
| 4 | Industrials | 3.97% |
| 5 | Healthcare | 3.83% |
