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
151
– –
-150,000
152
– –
-37,500
153
– –
-1,018,449
154
– –
-19,889
155
– –
-158,464
156
– –
-1,166
157
– –
-504,900
3 4 5 6
7