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MAMA

Myriad Asset Management Advisors Portfolio holdings

AUM $424M
This Fund
S&P 500
This Quarter Est. Return
+3.01%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$339M
AUM Growth
+$14.8M
Cap. Flow
+$14.8M
Cap. Flow %
4.35%
Top 10 Hldgs %
72.35%
Holding
63
New
15
Increased
19
Reduced
13
Closed
16

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$45.4M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$21.4M
3
BHP icon
BHP
BHP
+$5.13M
4
HSBC icon
HSBC
HSBC
+$3.49M
5
VALE icon
Vale
VALE
+$2.9M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$8.15M
2
TSM icon
TSMC
TSM
+$7.53M
3
IAUM icon
iShares Gold Trust Micro
IAUM
+$5.63M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.86M
5
NU icon
Nu Holdings
NU
+$4.72M

Sector Composition

Rank Sector Weight
1 Technology 15.23%
2 Financials 11.06%
3 Materials 8.42%
4 Communication Services 5.48%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VALE icon
26
Vale
VALE
$62.9B
$2.95M 0.87%
+185,583
New +$2.9M
LRCX icon
27
Lam Research
LRCX
$384B
$2.75M 0.81%
12,832
+72
+0.6% +$16.1K
WFC icon
28
Wells Fargo
WFC
$262B
$2.14M 0.63%
26,905
+156
+0.6% +$13.4K
SAN icon
29
Banco Santander
SAN
$212B
$2.02M 0.6%
+179,100
New +$2.14M
AA icon
30
Alcoa
AA
$13B
$1.96M 0.58%
+29,600
New +$1.82M
DE icon
31
Deere & Co
DE
$168B
$1.94M 0.57%
3,425
+18
+0.5% +$10.2K
AMD icon
32
Advanced Micro Devices
AMD
$785B
$1.8M 0.53%
8,867
+54
+0.6% +$11.5K
PHM icon
33
Pultegroup
PHM
$25.1B
$1.8M 0.53%
15,253
+90
+0.6% +$11.5K
USB icon
34
US Bancorp
USB
$99.5B
$1.78M 0.53%
+33,945
New +$1.87M
PNC icon
35
PNC Financial Services
PNC
$101B
$1.77M 0.52%
+8,514
New +$1.85M
DHI icon
36
D.R. Horton
DHI
$41.7B
$1.69M 0.5%
12,294
+72
+0.6% +$10.9K
UNP icon
37
Union Pacific
UNP
$175B
$1.67M 0.49%
+6,880
New +$1.68M
CCJ icon
38
Cameco
CCJ
$41.7B
$1.5M 0.44%
13,764
-22,670
-62% -$2.59M
BBVA icon
39
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$1.45M 0.43%
+67,003
New +$1.55M
LEN icon
40
Lennar Class A
LEN
$21B
$1.28M 0.38%
14,786
+90
+0.6% +$9.73K
TFC icon
41
Truist Financial
TFC
$64.3B
$1.25M 0.37%
+27,141
New +$1.34M
MP icon
42
MP Materials
MP
$9.02B
$1.18M 0.35%
24,473
+144
+0.6% +$8.61K
FITB
43
Fifth Third Bancorp
FITB
$51.7B
$964K 0.28%
+20,563
New +$1.01M
CSX icon
44
CSX Corp
CSX
$93.2B
$880K 0.26%
+21,448
New +$841K
CFG icon
45
Citizens Financial Group
CFG
$30.5B
$863K 0.25%
+14,387
New +$884K
MTB icon
46
M&T Bank
MTB
$36.1B
$852K 0.25%
+4,120
New +$887K
HBAN icon
47
Huntington Bancshares
HBAN
$35.2B
$804K 0.24%
+50,867
New +$869K
APP icon
48
Applovin
APP
$115B
– –
-2,362
Closed -$1.59M
BABA icon
49
Alibaba
BABA
$305B
– –
-55,606
Closed -$8.15M
BIDU icon
50
Baidu
BIDU
$37.1B
– –
-17,556
Closed -$2.29M
1
2
3

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Myriad Asset Management Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Myriad Asset Management Advisors held 63 positions worth $339M, up 4.5% from $325M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Myriad Asset Management Advisors deployed $14.8M of net new capital in Q1 2026, opening 15 new positions and adding to 19 existing holdings. Its largest new stake was BHP: 72,587 shares worth $5.28M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 21% a quarter earlier, followed by Financials and Materials.

On the sell side, the largest reduction was TSMC, an estimated $7.53M trimmed.

  • Myriad Asset Management Advisors's largest Q1 2026 buy was BHP: 72,587 shares worth $5.28M.
  • Myriad Asset Management Advisors added most to iShares Core MSCI Emerging Markets ETF in Q1 2026, an estimated $45.4M increase.
  • Myriad Asset Management Advisors's biggest Q1 2026 reduction was TSMC, cutting an estimated $7.53M.
  • Myriad Asset Management Advisors fully exited Alibaba in Q1 2026, selling an estimated $8.15M.
  • Myriad Asset Management Advisors's ten largest holdings make up 72% of its $339M portfolio in Q1 2026.
  • Myriad Asset Management Advisors opened 15 new positions and closed 16 in Q1 2026.
  • Myriad Asset Management Advisors's portfolio value rose 4.5% quarter-over-quarter to $339M.

Based on Myriad Asset Management Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.