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
$918M
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$25.4M
3 +$15.5M
4
SEDG icon
SolarEdge
SEDG
+$13M
5
RUN icon
Sunrun
RUN
+$12M

Top Sells

1 +$20.2M
2 +$17.2M
3 +$14.4M
4
C icon
Citigroup
C
+$9.29M
5
CCL icon
Carnival Corp
CCL
+$8.46M

Sector Composition

1 Financials 14.06%
2 Materials 10.8%
3 Consumer Discretionary 9.14%
4 Technology 7.29%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
1
Tesla
TSLA
$1.48T
$44.2M 4.79%
125,382
+88,782
FCX icon
2
Freeport-McMoran
FCX
$57.3B
$40.4M 4.38%
968,835
+119,788
MIR icon
3
Mirion Technologies
MIR
$6.9B
$25.4M 2.76%
+2,429,545
BAC icon
4
Bank of America
BAC
$380B
$22.4M 2.43%
504,312
+13,400
AA icon
5
Alcoa
AA
$9.23B
$20.3M 2.2%
340,806
+65,174
JPM icon
6
JPMorgan Chase
JPM
$840B
$17M 1.84%
107,055
+5,800
ENPH icon
7
Enphase Energy
ENPH
$3.92B
$15.5M 1.68%
+84,532
GS icon
8
Goldman Sachs
GS
$235B
$14.2M 1.54%
37,103
+14,662
SEDG icon
9
SolarEdge
SEDG
$2.15B
$13M 1.41%
+46,289
MS icon
10
Morgan Stanley
MS
$260B
$12.6M 1.37%
128,804
-8,500
RUN icon
11
Sunrun
RUN
$4.52B
$12M 1.3%
+348,801
LEN icon
12
Lennar Class A
LEN
$31B
$10.3M 1.12%
91,549
+35,536
MU icon
13
Micron Technology
MU
$264B
$9.59M 1.04%
+103,000
CLF icon
14
Cleveland-Cliffs
CLF
$5.99B
$9.5M 1.03%
436,282
+139,709
ALB icon
15
Albemarle
ALB
$10.7B
$9.14M 0.99%
+39,100
CVII
16
DELISTED
Churchill Capital Corp VII Class A Common Stock
CVII
$7.07M 0.77%
719,281
MT icon
17
ArcelorMittal
MT
$28.2B
$6.95M 0.75%
218,301
+101,849
ETN icon
18
Eaton
ETN
$149B
$6.36M 0.69%
36,810
+6,210
UPST icon
19
Upstart Holdings
UPST
$3.99B
$6.05M 0.66%
+40,000
HHLA
20
DELISTED
HH&L Acquisition Co.
HHLA
$5.84M 0.63%
600,000
MLM icon
21
Martin Marietta Materials
MLM
$37.6B
$5.53M 0.6%
12,560
PHM icon
22
Pultegroup
PHM
$23.3B
$5.35M 0.58%
93,621
+32,200
APTV icon
23
Aptiv
APTV
$17.5B
$4.93M 0.53%
29,906
+11,806
KAHC
24
DELISTED
KKR Acquisition Holdings I Corp.
KAHC
$4.87M 0.53%
500,000
NGC
25
DELISTED
Northern Genesis Acquisition Corp. III
NGC
$4.86M 0.53%
500,000