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
$1.31B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$20.6M
3 +$13.8M
4
MU icon
Micron Technology
MU
+$11.9M
5
MS icon
Morgan Stanley
MS
+$10M

Top Sells

1 +$53M
2 +$37.4M
3 +$34.6M
4
AMZN icon
Amazon
AMZN
+$24.3M
5
SJIV
South Jersey Industries, Inc. Corporate Units
SJIV
+$12.5M

Sector Composition

1 Communication Services 7%
2 Financials 6.16%
3 Healthcare 6.14%
4 Technology 5.42%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.03M 0.08%
+5,100
77
$1.02M 0.08%
100,000
78
$999K 0.07%
100,000
79
$989K 0.07%
100,000
80
$988K 0.07%
100,000
81
$974K 0.07%
3,085
-7,152
82
$944K 0.07%
+2,036
83
$918K 0.07%
91,360
84
$845K 0.06%
+43,490
85
$796K 0.06%
76,500
86
$752K 0.06%
75,000
87
$749K 0.06%
75,000
88
$734K 0.05%
+3,200
89
$599K 0.04%
+4,980
90
$546K 0.04%
50,000
91
$505K 0.04%
50,000
92
$502K 0.04%
50,000
93
$492K 0.04%
49,184
94
$448K 0.03%
169,439
-5,061
95
$410K 0.03%
40,000
96
$403K 0.03%
660
+168
97
$277K 0.02%
166,666
98
$267K 0.02%
133,333
99
$261K 0.02%
+300,000
100
$252K 0.02%
25,000