MWAM
Manhattan West Asset Management Portfolio holdings
AUM
$432M
1-Year Est. Return
15.29%
1 Year Est. Return
+15.29%
AUM
$392M
AUM Growth
+$21.6M
(+5.8%)
Holding
142
Top Buys
| 1 | +$4.42M | |
| 2 | +$2.45M | |
| 3 | +$2.06M | |
| 4 |
Microsoft
MSFT
|
+$1.9M |
| 5 |
NVIDIA
NVDA
|
+$1.87M |
Top Sells
| 1 | +$2.69M | |
| 2 | +$1.34M | |
| 3 | +$1.34M | |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.24M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Boeing
BA
$161B
| $245K | 0.06% |
1,437
+32
|
|
||
127
Global X Genomics & Biotechnology ETF
GNOM
$53.6M
| $238K | 0.06% |
7,487
+860
|
|
||
128
Vanguard S&P 500 ETF
VOO
$757B
| $229K | 0.06% |
445
-77
|
|
||
129
iShares Core S&P US Value ETF
IUSV
$22.4B
| $227K | 0.06% |
2,459
+9
|
|
||
130
M&T Bank
MTB
$28.2B
| $220K | 0.06% |
+1,232
|
|
||
131
iShares Expanded Tech Sector ETF
IGM
$9.57B
| $218K | 0.06% |
2,400
|
|
||
132
First Trust Capital Strength ETF
FTCS
$8.4B
| $215K | 0.05% |
2,400
|
|
||
133
Boston Scientific
BSX
$147B
| $214K | 0.05% |
+2,126
|
|
||
134
TC Energy
TRP
$53.5B
| $212K | 0.05% |
+4,500
|
|
||
135
Morgan Stanley
MS
$252B
| $211K | 0.05% |
+1,807
|
|
||
136
SPDR Gold MiniShares Trust
GLDM
$23B
| $209K | 0.05% |
+3,373
|
|
||
137
lululemon athletica
LULU
$19.9B
| $205K | 0.05% |
724
+37
|
|
||
138
IBM
IBM
$262B
| $201K | 0.05% |
+809
|
|
||
139
374Water
SCWO
$63.1M
| $10.2K | ﹤0.01% |
30,000
|
|
||
140
Suncor Energy
SU
$46.8B
| – | – |
-37,477
|
|
||
141
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-388
|
|
||
142
SPDR S&P Homebuilders ETF
XHB
$1.81B
| – | – |
-3,195
|
|