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
$423M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.5M
3
+$2.14M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.23M
5
AMD icon
Advanced Micro Devices
AMD
+$1.07M

Top Sells

1
+$6.53M
2
+$3.17M
3
+$3M
4
PEG icon
Public Service Enterprise Group
PEG
+$2.88M
5
KHC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-110,636
152
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153
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-39,758
154
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-79,894
155
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-39,006
156
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-40,187
157
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-1,928
158
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-53,164
159
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-54,586
160
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-357,018
161
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-13,182
162
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-38,581
163
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-8,654
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