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Michael S Ryan

@Michael S. Ryan, Inc.

Latest period2024 - Q4ReportedManaged Assets$146.915MTotal holdings48
Assets growth rate2.36%Assets growth rate (2-Q avg)5.57%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Michael S. Ryan, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Michael S. Ryan, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 146.915M in assets, with a quarterly growth rate of 2.36% and a 2-quarter average growth rate of 5.57%. The portfolio is managed by Michael S Ryan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ELVElevance Health Inc
Recent Activity
Exited
0%
$400,400
770 shares@ $520.0 avg price