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
$669M
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.6M
3
+$15.2M
4
PANW icon
Palo Alto Networks
PANW
+$11.7M
5
PDD icon
Pinduoduo
PDD
+$11M

Top Sells

1
+$42.6M
2
+$38.8M
3
+$38.7M
4
BABA icon
Alibaba
BABA
+$33.3M
5
NEE.PRO
NextEra Energy, Inc. 4.872% Corporate Units
NEE.PRO
+$25.6M

Sector Composition

1 Technology 16.47%
2 Consumer Discretionary 15.8%
3 Financials 7.38%
4 Communication Services 3.99%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.45%
300,000
27
$2.97M 0.44%
+300,000
28
$2.96M 0.44%
300,000
-50,000
29
$2.52M 0.38%
250,000
30
$2.47M 0.37%
250,000
-100,000
31
$2.46M 0.37%
+250,000
32
$2.45M 0.37%
250,000
-150,000
33
$2.28M 0.34%
+59,300
34
$2.22M 0.33%
79,500
35
$2.08M 0.31%
200,000
36
$2.07M 0.31%
200,000
-200,000
37
$1.99M 0.3%
200,000
-100,000
38
$1.99M 0.3%
200,000
39
$1.96M 0.29%
200,000
40
$1.77M 0.26%
175,000
-70,000
41
$1.72M 0.26%
175,000
42
$1.57M 0.24%
150,000
43
$1.56M 0.23%
+30,786
44
$1.53M 0.23%
150,000
45
$1.5M 0.22%
150,000
46
$1.47M 0.22%
150,000
-50,000
47
$1.46M 0.22%
150,000
48
$1.23M 0.18%
125,000
49
$1.1M 0.16%
+611,900
50
$1.08M 0.16%
+108,500
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