AM

Account Management Portfolio holdings

AUM $93.8M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.8M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$243K
3 +$57.7K

Top Sells

1 +$1.1M
2 +$876K
3 +$639K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$214K
5
CRM icon
Salesforce
CRM
+$202K

Sector Composition

1 Financials 43.05%
2 Technology 20.06%
3 Energy 8.57%
4 Utilities 7.01%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZTS icon
26
Zoetis
ZTS
$54B
-4,100