MAM

Myriad Asset Management Portfolio holdings

AUM $686M
1-Year Est. Return 11.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.94%
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
+$23.2M
2
+$21.7M
3
+$21.3M
4
PLAN
Anaplan, Inc.
PLAN
+$15.3M
5
PANW icon
Palo Alto Networks
PANW
+$14.9M

Top Sells

1
+$42.6M
2
+$38.8M
3
+$38.7M
4
BABA icon
Alibaba
BABA
+$35.8M
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
101
– –
-200,000
102
– –
-48,000
103
– –
-500,000
104
– –
-500,000
1 2 3 4
5