AMG

Advisors Management Group Portfolio holdings

AUM $531M
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$440K
3 +$419K
4
BA icon
Boeing
BA
+$351K
5
DE icon
Deere & Co
DE
+$348K

Top Sells

1 +$480K
2 +$469K
3 +$194K
4
WELL icon
Welltower
WELL
+$189K
5
KMB icon
Kimberly-Clark
KMB
+$180K

Sector Composition

1 Technology 17.46%
2 Utilities 10.52%
3 Healthcare 8.82%
4 Industrials 7.57%
5 Energy 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$179K 0.05%
40,135
-804
152
$154K 0.04%
14,228
-122
153
$56K 0.02%
42,290
154
$7K ﹤0.01%
10,270
155
$3K ﹤0.01%
+22