MAM

Myriad Asset Management Portfolio holdings

AUM $686M
1-Year Est. Return 11.34%
This Quarter Est. Return
1 Year Est. Return
+11.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.2M
3
+$8.23M
4
MU icon
Micron Technology
MU
+$8.08M
5
MSFT icon
Microsoft
MSFT
+$6.61M

Top Sells

1
+$46.7M
2
+$38.6M
3
+$26.1M
4
DFS
Discover Financial Services
DFS
+$20.9M
5
RL icon
Ralph Lauren
RL
+$17M

Sector Composition

1 Technology 24.97%
2 Communication Services 20.04%
3 Financials 9.17%
4 Industrials 8.19%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-90,063
27
– –
-415,465
28
– –
-105,780
29
– –
-64,496
30
– –
-107,700
31
– –
-275,300
32
– –
-14,106
33
– –
-153,323
34
– –
-100,000
35
– –
-90,440
36
– –
-102,900
37
– –
-418,728
38
– –
-26,376
39
– –
-352,454
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