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
101
$465K 0.12%
2,701
+202
102
$464K 0.12%
3,540
-1,166
103
$459K 0.12%
5,614
-398
104
$451K 0.12%
2,282
-458
105
$446K 0.11%
1,218
+392
106
$431K 0.11%
28,448
107
$417K 0.11%
4,466
-2,200
108
$388K 0.1%
6,876
109
$367K 0.09%
4,184
+1,596
110
$359K 0.09%
1,073
111
$356K 0.09%
5,395
+1,451
112
$343K 0.09%
8,708
+11
113
$332K 0.08%
1,916
+5
114
$324K 0.08%
3,239
115
$306K 0.08%
5,678
-279
116
$300K 0.08%
3,488
-173
117
$296K 0.08%
1,732
+157
118
$272K 0.07%
2,840
-160
119
$265K 0.07%
712
+141
120
$263K 0.07%
+2,401
121
$263K 0.07%
2,257
+408
122
$262K 0.07%
3,500
123
$261K 0.07%
+1,969
124
$257K 0.07%
5,799
+20
125
$255K 0.07%
33,466
+10,085
2 3 4
5
6