MAM

Myriad Asset Management Portfolio holdings

AUM $686M
1-Year Est. Return 11.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.94%
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
+$19.7M
3
+$12.7M
4
MU icon
Micron Technology
MU
+$11.8M
5
MS icon
Morgan Stanley
MS
+$9.36M

Top Sells

1
+$52M
2
+$34.6M
3
+$34.2M
4
AMZN icon
Amazon
AMZN
+$23.5M
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
1
$71.2M 5.42%
303,041
2
$38.9M 2.96%
111,823
+39,682
3
$32.5M 2.48%
538,147
+105,907
4
$28.3M 2.15%
+2,000,000
5
$25.6M 1.95%
690,350
+211,000
6
$21.5M 1.63%
252,460
+139,960
7
$20.6M 1.57%
+168,500
8
$18.8M 1.43%
92,000
-260,140
9
$10.6M 0.81%
256,971
+151,271
10
$10.5M 0.8%
147,780
+62,700
11
$10M 0.76%
+109,104
12
$8.68M 0.66%
191,650
+36,900
13
$7.79M 0.59%
172,302
-827,698
14
$7.71M 0.59%
384,000
+44,000
15
$7M 0.53%
+719,281
16
$6.63M 0.5%
+1,018,449
17
$6.29M 0.48%
30,560
+10,223
18
$5.82M 0.44%
+600,000
19
$5.66M 0.43%
+23,225
20
$5.63M 0.43%
+115,800
21
$5.44M 0.41%
65,467
-16,924
22
$5.05M 0.38%
500,000
-400,000
23
$5.02M 0.38%
500,000
24
$5M 0.38%
+500,000
25
$4.99M 0.38%
500,000
-46,448
1
2 3 4 5