MAM
Miria Asset Management Portfolio holdings
AUM
$25.7M
This Quarter Return
+15.07%
1 Year Return
+15.68%
3 Year Return
+246.73%
5 Year Return
+738.48%
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(+12%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
81.64%
Holding
43
New
12
Increased
8
Reduced
3
Closed
16
Top Buys
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$25.8M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$15.1M |
| 3 |
NUAN
Nuance Communications, Inc.
NUAN
|
$10.8M |
| 4 |
ORBC
ORBCOMM, Inc.
ORBC
|
$9.58M |
| 5 |
PFPT
Proofpoint, Inc.
PFPT
|
$7.96M |
Top Sells
| 1 |
VAR
Varian Medical Systems, Inc.
VAR
|
$22.7M |
| 2 |
EGOV
NIC Inc
EGOV
|
$17.5M |
| 3 |
GLUU
Glu Mobile Inc.
GLUU
|
$13.5M |
| 4 |
RP
RealPage, Inc.
RP
|
$9.92M |
| 5 |
Willis Towers Watson
WTW
|
$6.62M |
Sector Composition
| 1 | Communication Services | 28.09% |
| 2 | Technology | 25.92% |
| 3 | Healthcare | 21.07% |
| 4 | Utilities | 8.19% |
| 5 | Industrials | 6.03% |
