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Michael Capobianco

@Mwa Asset Management

Latest period2024 - Q3ReportedManaged Assets$150.381MTotal holdings128
Assets growth rate7.15%Assets growth rate (2-Q avg)4.44%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mwa Asset Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Mwa Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 150.381M in assets, with a quarterly growth rate of 7.15% and a 2-quarter average growth rate of 4.44%. The portfolio is managed by Michael Capobianco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VRTVertiv Holdings Co
Recent Activity
Exited
0%
$331,740
3,832 shares@ $86.58 avg price
BABoeing Co
Recent Activity
Exited
0%
$297,039
1,632 shares@ $182.01 avg price
NKENike Inc
Recent Activity
Exited
0%
$224,296
2,976 shares@ $75.37 avg price