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
1
$71.2M 5.31%
303,041
2
$38.9M 2.9%
111,823
+39,682
3
$32.5M 2.43%
538,147
+105,907
4
$28.3M 2.11%
+2,000,000
5
$25.6M 1.91%
690,350
+211,000
6
$21.5M 1.6%
252,460
+139,960
7
$20.6M 1.53%
+168,500
8
$18.8M 1.4%
92,000
-260,140
9
$10.6M 0.79%
256,971
+151,271
10
$10.5M 0.78%
147,780
+62,700
11
$10M 0.75%
+109,104
12
$8.68M 0.65%
191,650
+36,900
13
$7.79M 0.58%
172,302
-827,698
14
$7.71M 0.57%
384,000
+44,000
15
$7M 0.52%
+719,281
16
$6.63M 0.49%
+1,018,449
17
$6.29M 0.47%
30,560
+10,223
18
$5.82M 0.43%
+600,000
19
$5.66M 0.42%
+23,225
20
$5.63M 0.42%
+115,800
21
$5.44M 0.41%
65,467
-16,924
22
$5.05M 0.38%
500,000
-400,000
23
$5.02M 0.37%
500,000
24
$5M 0.37%
+500,000
25
$4.99M 0.37%
500,000
-46,448
1
2 3 4 5