MWAM
Manhattan West Asset Management Portfolio holdings
AUM
$511M
1-Year Est. Return
18.81%
This Fund
S&P 500
1 Year Est. Return
+18.81%
AUM
$511M
AUM Growth
+$22.6M
(+4.6%)
Holding
155
Top Sells
| 1 | +$3.27M | |
| 2 | +$2.55M | |
| 3 | +$2.21M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$1.9M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.24M |
Sector Composition
| 1 | Technology | 22.15% |
| 2 | Financials | 7.45% |
| 3 | Communication Services | 6.7% |
| 4 | Consumer Discretionary | 5.95% |
| 5 | Healthcare | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
IBM
IBM
$309B
| – | – |
-862
|
|
||
152
Icon
ICLR
$10.5B
| – | – |
-17,939
|
|
||
153
Nike
NKE
$64.8B
| – | – |
-7,240
|
|
||
154
Oracle
ORCL
$703B
| – | – |
-1,320
|
|
||
155
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
| – | – |
-2,322
|
|