MAM
Myriad Asset Management Portfolio holdings
AUM
$686M
This Quarter Return
+1.02%
1 Year Return
+11.34%
3 Year Return
+146.48%
5 Year Return
+240.77%
10 Year Return
–
AUM
$720M
AUM Growth
+$720M
(-36%)
Cap. Flow
-$329M
Cap. Flow
% of AUM
-45.69%
Top 10 Holdings %
Top 10 Hldgs %
43.8%
Holding
109
New
14
Increased
5
Reduced
20
Closed
31
Top Buys
| 1 |
Spotify
SPOT
|
$29.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$22.6M |
| 3 |
WP
Worldpay, Inc.
WP
|
$20.4M |
| 4 |
Schlumberger
SLB
|
$13.8M |
| 5 |
IPG Photonics
IPGP
|
$9.75M |
Top Sells
| 1 |
Alibaba
BABA
|
$81M |
| 2 |
New Oriental
EDU
|
$37.5M |
| 3 |
Baidu
BIDU
|
$31.8M |
| 4 |
Intel
INTC
|
$26M |
| 5 |
TAL Education Group
TAL
|
$25.1M |
Sector Composition
| 1 | Technology | 11.89% |
| 2 | Communication Services | 10.6% |
| 3 | Healthcare | 6.61% |
| 4 | Consumer Discretionary | 3.21% |
| 5 | Energy | 1.91% |
