Michael S Ryan

@Michael S. Ryan, Inc.

Latest period2024 - Q4

Reported11d ago

Managed Assets$146.915M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FCXFreeport-mcmoran Inc Recent Activity Increased 22.76%	0.21%	$305,478 8,022 shares@ $38.09 avg price	Increased 22.76%
MRVLMarvell Technology Inc Recent Activity New Position	0.19%	$274,468 2,485 shares@ $110.45 avg price	New Position
ANAutonation Inc Recent Activity	0.19%	$268,857 1,583 shares@ $169.85 avg price
PSTGPure Storage Inc Recent Activity	0.18%	$258,497 4,208 shares@ $61.43 avg price
EWBCEast West Bancorp Inc Recent Activity	0.16%	$232,026 2,423 shares@ $95.76 avg price
CRMSalesforce Inc Recent Activity New Position	0.16%	$226,341 677 shares@ $334.33 avg price	New Position
TMUST-mobile Us Inc Recent Activity Decreased -0.48%	0.16%	$226,028 1,024 shares@ $220.74 avg price	Decreased -0.48%
GTLSChart Inds Inc Recent Activity New Position	0.15%	$219,084 1,148 shares@ $190.84 avg price	New Position