MWAM
Manhattan West Asset Management Portfolio holdings
AUM
$432M
This Quarter Return
+1.47%
1 Year Return
+15.29%
3 Year Return
+57.03%
5 Year Return
–
10 Year Return
–
AUM
$370M
AUM Growth
+$370M
(-4.2%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-4.74%
Top 10 Holdings %
Top 10 Hldgs %
37.55%
Holding
146
New
8
Increased
57
Reduced
56
Closed
14
Top Buys
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.65M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.91M |
| 3 |
VanEck Long Muni ETF
MLN
|
$1.56M |
| 4 |
Uber
UBER
|
$1.55M |
| 5 |
iShares MBS ETF
MBB
|
$1.23M |
Top Sells
| 1 |
Apple
AAPL
|
$9.48M |
| 2 |
Ross Stores
ROST
|
$8.98M |
| 3 |
Cigna
CI
|
$2.97M |
| 4 |
TJX Companies
TJX
|
$2.63M |
| 5 |
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% |
