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
101
$250K 0.02%
25,000
102
$242K 0.02%
23,913
103
$201K 0.02%
20,000
104
$199K 0.01%
20,000
105
$169K 0.01%
+125,000
106
$163K 0.01%
80,000
107
$139K 0.01%
+100,000
108
$136K 0.01%
+97,412
109
$131K 0.01%
+133,333
110
$116K 0.01%
142,000
-108,000
111
$102K 0.01%
75,000
112
$87K 0.01%
50,000
113
$58K ﹤0.01%
+50,000
114
$40K ﹤0.01%
+33,500
115
$39K ﹤0.01%
+30,000
116
$36K ﹤0.01%
+30,000
117
$31K ﹤0.01%
25,000
118
– –
-1,725
119
– –
-2,560
120
– –
-25,200
121
– –
-190,827
122
– –
-23,500
123
– –
-75,600
124
– –
-23,200
125
– –
-10,400
3 4
5
6 7