Selway Asset Management

**Selway Asset Management** is a quantitative manager overseeing $242M across a diversified portfolio of 75 holdings. The strategy exhibits significant concentration in mega-cap technology and financial names, with AAPL anchoring the top position at $23.6M. Further notable allocations include SHV ($20.0M) and MSFT ($13.7M), indicating a core focus on established growth and cyclical leaders. The remaining portfolio demonstrates tactical exposure across sectors, including financials (JPM, CI) and semiconductors (QCOM, CSCO).

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