AMG
Advisors Management Group Portfolio holdings
AUM
$531M
1-Year Return
17.85%
This Quarter Return
+8.14%
1 Year Return
+17.85%
3 Year Return
+48.06%
5 Year Return
+80.04%
10 Year Return
–
AUM
$423M
AUM Growth
+$23.1M
(+5.8%)
Cap. Flow
-$3.48M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
30.86%
Holding
167
New
9
Increased
75
Reduced
46
Closed
14
Top Buys
| 1 |
Powell Industries
POWL
|
$3.74M |
| 2 |
Micron Technology
MU
|
$2.5M |
| 3 |
Dell
DELL
|
$2.14M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.23M |
| 5 |
Advanced Micro Devices
AMD
|
$1.07M |
Top Sells
| 1 |
CVS Health
CVS
|
$6.53M |
| 2 |
Vodafone
VOD
|
$3.17M |
| 3 |
Unilever
UL
|
$3M |
| 4 |
Public Service Enterprise Group
PEG
|
$2.88M |
| 5 |
Kraft Heinz
KHC
|
$2.57M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Utilities | 10.65% |
| 3 | Industrials | 8.92% |
| 4 | Real Estate | 7.18% |
| 5 | Energy | 6.85% |
