MAM
Myriad Asset Management Portfolio holdings
AUM
$686M
This Quarter Return
+3.06%
1 Year Return
+11.34%
3 Year Return
+146.48%
5 Year Return
+240.77%
10 Year Return
–
AUM
$1.43B
AUM Growth
+$1.43B
(+6.3%)
Cap. Flow
-$42.3M
Cap. Flow
% of AUM
-2.95%
Top 10 Holdings %
Top 10 Hldgs %
62.42%
Holding
89
New
18
Increased
6
Reduced
10
Closed
15
Top Buys
| 1 |
NVIDIA
NVDA
|
$34.7M |
| 2 |
New Oriental
EDU
|
$27.9M |
| 3 |
ZTO Express
ZTO
|
$26.9M |
| 4 |
NVRO
NEVRO CORP.
NVRO
|
$24.6M |
| 5 |
NetEase
NTES
|
$18.7M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$48M |
| 2 |
Arista Networks
ANET
|
$42.6M |
| 3 |
Advanced Micro Devices
AMD
|
$26.5M |
| 4 |
T-Mobile US
TMUS
|
$19M |
| 5 |
JD.com
JD
|
$18.9M |
Sector Composition
| 1 | Communication Services | 6.44% |
| 2 | Technology | 4.39% |
| 3 | Consumer Discretionary | 4.01% |
| 4 | Healthcare | 2.93% |
| 5 | Consumer Staples | 2.83% |
