MSAM

Moloney Securities Asset Management Portfolio holdings

AUM $840M
1-Year Est. Return 18.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$510K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.29M
3
+$3.28M
4
IYH icon
iShares US Healthcare ETF
IYH
+$3.24M
5
NVDA icon
NVIDIA
NVDA
+$3.14M

Top Sells

1
+$4.21M
2
+$3.88M
3
+$3.69M
4
IYE icon
iShares US Energy ETF
IYE
+$3.64M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$3.35M

Sector Composition

1 Technology 17.43%
2 Healthcare 13.07%
3 Financials 9.64%
4 Consumer Discretionary 5.83%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
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