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
$669M
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$18.6M
3
+$15.2M
4
PANW icon
Palo Alto Networks
PANW
+$11.7M
5
PDD icon
Pinduoduo
PDD
+$11M

Top Sells

1
+$42.6M
2
+$38.8M
3
+$38.7M
4
BABA icon
Alibaba
BABA
+$33.3M
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
1
$90.1M 13.48%
463,500
-171,420
2
$26.7M 3.99%
1,140,400
-325,700
3
$24.9M 3.73%
648,534
+396,034
4
$24.3M 3.63%
+3,680,000
5
$18.6M 2.79%
+147,600
6
$16.6M 2.48%
286,269
+101,638
7
$14.1M 2.12%
547,021
+366,879
8
$12.2M 1.82%
113,059
+46,040
9
$11.7M 1.75%
+427,200
10
$11M 1.64%
+304,800
11
$10.8M 1.62%
+37,700
12
$10.4M 1.55%
+133,300
13
$10.2M 1.52%
+181,900
14
$10.1M 1.51%
1,190,900
+810,100
15
$9.4M 1.41%
53,110
-16,390
16
$9.3M 1.39%
+307,400
17
$5.87M 0.88%
+45,300
18
$5.36M 0.8%
550,000
19
$4.98M 0.74%
+95,000
20
$4.95M 0.74%
+500,000
21
$4.05M 0.61%
400,000
22
$4.02M 0.6%
400,000
23
$3.96M 0.59%
400,000
24
$3.48M 0.52%
+16,400
25
$3.08M 0.46%
300,000
1
2 3 4 5