AHC
Adell Harriman & Carpenter Portfolio holdings
AUM
$1.65B
1-Year Est. Return
33.35%
1 Year Est. Return
+33.35%
AUM
$1.51B
AUM Growth
+$180M
(+14%)
Holding
176
Top Buys
| 1 | +$2.34M | |
| 2 | +$2.12M | |
| 3 | +$1.8M | |
| 4 |
Pfizer
PFE
|
+$1.46M |
| 5 |
TJX Companies
TJX
|
+$1.23M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$4.49M | |
| 3 | +$3.87M | |
| 4 |
Honeywell
HON
|
+$2.02M |
| 5 |
Apple
AAPL
|
+$1.49M |
Sector Composition
| 1 | Technology | 40.1% |
| 2 | Financials | 15.56% |
| 3 | Energy | 7.77% |
| 4 | Industrials | 7.54% |
| 5 | Consumer Discretionary | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Target
TGT
$41.2B
| – | – |
-2,350
|
|