MAM
MWA Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+3.78%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(-0.02%)
Cap. Flow
-$252K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
31.82%
Holding
135
New
7
Increased
50
Reduced
64
Closed
10
Top Buys
| 1 |
Lam Research
LRCX
|
$1.16M |
| 2 |
Tractor Supply
TSCO
|
$873K |
| 3 |
Palo Alto Networks
PANW
|
$710K |
| 4 |
IBM
IBM
|
$559K |
| 5 |
Oracle
ORCL
|
$473K |
Top Sells
| 1 |
Dow Inc
DOW
|
$1.27M |
| 2 |
Monolithic Power Systems
MPWR
|
$582K |
| 3 |
LyondellBasell Industries
LYB
|
$394K |
| 4 |
Pfizer
PFE
|
$309K |
| 5 |
Uber
UBER
|
$284K |
Sector Composition
| 1 | Technology | 26.42% |
| 2 | Industrials | 15.24% |
| 3 | Financials | 10.06% |
| 4 | Consumer Discretionary | 8.47% |
| 5 | Communication Services | 8.34% |
