MWAM
Manhattan West Asset Management Portfolio holdings
AUM
$432M
This Quarter Return
+4.71%
1 Year Return
+15.29%
3 Year Return
+57.03%
5 Year Return
–
10 Year Return
–
AUM
$387M
AUM Growth
+$387M
(+4.4%)
Cap. Flow
+$7.59M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
35.8%
Holding
149
New
5
Increased
77
Reduced
47
Closed
11
Top Buys
| 1 |
Broadcom
AVGO
|
$4.29M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.73M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$2.02M |
| 4 |
VanEck Long Muni ETF
MLN
|
$1.71M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.36M |
Top Sells
Sector Composition
| 1 | Technology | 21.19% |
| 2 | Consumer Discretionary | 9.55% |
| 3 | Financials | 7.59% |
| 4 | Healthcare | 5.65% |
| 5 | Communication Services | 5.03% |
