Manhattan West Asset Management, LLC Incresed Positions in Q2 2025

Manhattan West Asset Management, LLC

  • $425 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.6K
+ 17.71%
$94.31 - $157.99 $2.13M - $3.57M
150K $23.7M
XLU
Utilities Sector Spdr

ETFs
90.8K
+ 406.9%
$73.09 - $82.77 $6.63M - $7.51M
113K $9.23M
MSFT
Microsoft Corp

Technology
374
+ 0.78%
$354.56 - $497.45 $133K - $186K
48.5K $24.1M
AVGO
Broadcom Inc.

Technology
863
+ 2.52%
$146.29 - $275.65 $126K - $238K
35.1K $9.69M
SPTL
Spdr Portfolio Long Term Treas

ETFs
140K
+ 50.79%
$25.48 - $27.78 $3.56M - $3.88M
414K $11M
GOOGL
Alphabet Inc.

Communication Services
4.8K
+ 5.72%
$144.7 - $178.6 $694K - $857K
88.8K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 2.01%
$167.32 - $223.3 $265K - $353K
80.3K $17.6M
NFLX
Netflix Inc

Communication Services
22
+ 0.46%
$855.86 - $1339.13 $18.8K - $29.5K
4.85K $6.49M
ASML
Asml Holding Nv

Technology
1.05K
+ 15.64%
$595.37 - $815.24 $627K - $858K
7.79K $6.24M
UBER
Uber Technologies, Inc

Technology
6.9K
+ 13.62%
$64.62 - $93.3 $446K - $644K
57.6K $5.37M
DHI
Horton D R Inc

Consumer Cyclical
7.6K
+ 26.26%
$115.1 - $129.63 $875K - $986K
36.6K $4.71M
FTNT
Fortinet, Inc.

Technology
5.33K
+ 12.56%
$84.71 - $108.69 $451K - $579K
47.7K $5.05M
MBB
Ishares Tr

ETFs
9.53K
+ 7.77%
$91.41 - $94.22 $871K - $898K
132K $12.4M
ALV
Autoliv Inc

Consumer Cyclical
1.45K
+ 4.98%
$76.77 - $113.1 $111K - $164K
30.5K $3.42M
LDOS
Leidos Holdings, Inc.

Technology
734
+ 2.49%
$132.9 - $160.3 $97.5K - $118K
30.2K $4.76M
CSCO
Cisco Systems, Inc.

Technology
4.08K
+ 7.63%
$53.19 - $69.38 $217K - $283K
57.5K $3.99M
GD
General Dynamics Corp

Industrials
1.28K
+ 8.38%
$247.68 - $291.66 $317K - $373K
16.5K $4.82M
IEFA
Ishares Tr

ETFs
3.97K
+ 13.92%
$67.83 - $84.09 $270K - $334K
32.5K $2.72M
SPMD
Spdr Portfolio

ETFs
5.31K
+ 8.85%
$44.89 - $54.38 $239K - $289K
65.3K $3.55M
META
Meta Platforms, Inc.

Communication Services
220
+ 12.16%
$484.66 - $738.09 $107K - $162K
2.03K $1.5M
COST
Costco Wholesale Corp

Consumer Defensive
156
+ 2.87%
$908.13 - $1056.85 $142K - $165K
5.59K $5.53M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
13K
+ 6.72%
$45.9 - $48.26 $595K - $626K
206K $9.62M
UNH
Unitedhealth Group Inc

Healthcare
4.8K
+ 90.56%
$274.35 - $599.47 $1.32M - $2.88M
10.1K $3.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.68K
+ 13.56%
$35.35 - $42.68 $201K - $243K
47.6K $2.03M
GIB
Cgi Inc

Technology
1.64K
+ 5.91%
$96.47 - $109.59 $158K - $179K
29.4K $3.08M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.72K
+ 50.44%
$50.06 - $80.8 $136K - $220K
8.12K $655K
AVTR
Avantor, Inc.

Basic Materials
40.5K
+ 42.8%
$11.94 - $16.29 $484K - $660K
135K $1.82M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.93K
+ 5.96%
$51.1 - $53.29 $201K - $209K
69.9K $3.72M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
25K
+ 57.99%
$12.42 - $16.79 $310K - $420K
68.1K $845K
VTI
Vanguard Total Stock Market Et

ETFs
145
+ 2.14%
$243.75 - $303.93 $35.3K - $44.1K
6.93K $2.1M
TSLA
Tesla, Inc.

Consumer Cyclical
252
+ 10.92%
$221.86 - $362.89 $55.9K - $91.4K
2.56K $812K
PAGS
Pag Seguro Digital Ltd.

Technology
13.5K
+ 40.29%
$7.61 - $10.03 $103K - $135K
46.9K $452K
V
Visa Inc.

Financial Services
345
+ 2.74%
$308.27 - $373.31 $106K - $129K
12.9K $4.59M
QCOM
Qualcomm Inc

Technology
323
+ 1.5%
$124.66 - $159.48 $40.3K - $51.5K
21.9K $3.49M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.39K
+ 13.64%
$50.08 - $63.14 $69.7K - $87.8K
11.6K $731K
IVW
Ishares S&P 500 Growth ETF

ETFs
209
+ 2.53%
$82.96 - $110.1 $17.3K - $23K
8.48K $933K
GOOG
Alphabet Inc.

Communication Services
452
+ 14.78%
$146.58 - $180.01 $66.3K - $81.4K
3.51K $622K
GNRC
Generac Holdings Inc.

Industrials
389
+ 9.68%
$101.92 - $143.21 $39.6K - $55.7K
4.41K $631K
VXF
Vanguard Extended Market ETF

ETFs
212
+ 7.85%
$150.43 - $192.71 $31.9K - $40.9K
2.91K $561K
ICLR
Icon PLC

Healthcare
3.95K
+ 23.73%
$126.62 - $168.7 $500K - $666K
20.6K $2.99M
PANW
Palo Alto Networks Inc

Technology
114
+ 6.58%
$152.44 - $204.64 $17.4K - $23.3K
1.85K $377K
MS
Morgan Stanley

Financial Services
260
+ 14.39%
$99.83 - $140.86 $26K - $36.6K
2.07K $291K
RTX
Raytheon Technologies Corp

Industrials
327
+ 16.61%
$113.75 - $148.48 $37.2K - $48.6K
2.3K $335K
WMT
Walmart Inc.

Consumer Defensive
277
+ 6.62%
$81.79 - $99.98 $22.7K - $27.7K
4.46K $436K
MA
Mastercard Inc

Financial Services
67
+ 3.18%
$479.92 - $590.74 $32.2K - $39.6K
2.18K $1.22M
EFV
Msci Eafe Value ETF

ETFs
240
+ 2.18%
$52.4 - $64.65 $12.6K - $15.5K
11.2K $713K
CACC
Credit Acceptance Corp

Financial Services
143
+ 13.7%
$443.32 - $529.8 $63.4K - $75.8K
1.19K $604K
EMR
Emerson Electric CO

Industrials
47
+ 1.96%
$94.15 - $133.33 $4.43K - $6.27K
2.45K $326K
BA
Boeing CO

Industrials
28
+ 1.95%
$136.59 - $217.51 $3.82K - $6.09K
1.47K $306K
Activity Summary
Buys All Purchases 81 New Holdings 10 Increased Positions 71 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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