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Markus Sleuwen

@Waverly Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$5.415BTotal holdings805
Assets growth rate6.16%Assets growth rate (2-Q avg)13.12%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Waverly Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 805 positions.

Assets under management

The assets under management (AUM) of Waverly Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.415B in assets, with a quarterly growth rate of 6.16% and a 2-quarter average growth rate of 13.12%. The portfolio is managed by Markus Sleuwen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMGChipotle Mexican Grill Inc
Recent Activity
Exited
0%
$238,837
3,812 shares@ $62.66 avg price
MCOMoodys Corp
Recent Activity
Exited
0%
$235,552
560 shares@ $420.63 avg price
COINCoinbase Global Inc
Recent Activity
Exited
0%
$233,342
1,050 shares@ $222.24 avg price
NTNXNutanix Inc
Recent Activity
Exited
0%
$229,390
4,035 shares@ $56.86 avg price
TTETotalenergies Se
Recent Activity
Exited
0%
$224,845
3,372 shares@ $66.69 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$224,372
2,452 shares@ $91.51 avg price
SLVMSylvamo Corp
Recent Activity
Exited
0%
$221,382
3,227 shares@ $68.61 avg price
HALHalliburton Co
Recent Activity
Exited
0%
$220,576
6,530 shares@ $33.78 avg price
NXPINxp Semiconductors N V
Recent Activity
Exited
0%
$219,674
816 shares@ $269.21 avg price
APHAmphenol Corp New
Recent Activity
Exited
0%
$216,318
3,211 shares@ $67.37 avg price