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
51
$1.08M 0.16%
+37,200
52
$1.06M 0.16%
100,000
53
$1.02M 0.15%
100,000
54
$1.02M 0.15%
100,000
55
$1.01M 0.15%
100,000
56
$976K 0.15%
100,000
57
$779K 0.12%
+77,400
58
$774K 0.12%
75,000
59
$765K 0.11%
75,000
60
$728K 0.11%
+47,000
61
$505K 0.08%
50,000
62
$502K 0.08%
50,000
-100,000
63
$359K 0.05%
+257,655
64
$357K 0.05%
125,000
+25,000
65
$307K 0.05%
451,900
+64,768
66
$251K 0.04%
+38,698
67
$246K 0.04%
6,900
68
$225K 0.03%
150,000
69
$165K 0.02%
175,000
70
$164K 0.02%
+84,600
71
$153K 0.02%
+85,000
72
$120K 0.02%
42,100
73
$99K 0.01%
+66,666
74
$72K 0.01%
+150,000
75
$67K 0.01%
66,666
1 2
3
4 5