AMG
Advisors Management Group Portfolio holdings
AUM
$550M
1-Year Est. Return
24.02%
1 Year Est. Return
+24.02%
AUM
$570M
AUM Growth
+$38.6M
(+7.3%)
Holding
157
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.54M | |
| 3 | +$1.4M | |
| 4 |
Palo Alto Networks
PANW
|
+$1.2M |
| 5 |
Intuitive Surgical
ISRG
|
+$881K |
Top Sells
| 1 | +$1.85M | |
| 2 | +$1.55M | |
| 3 | +$1.17M | |
| 4 |
Realty Income
O
|
+$1.12M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$866K |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Industrials | 9.59% |
| 3 | Utilities | 8.94% |
| 4 | Energy | 6.89% |
| 5 | Healthcare | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Lloyds Banking Group
LYG
$80.6B
| $91K | 0.02% |
20,148
|
|
||
|
WRN
152
Western Copper and Gold
WRN
$675M
| $83K | 0.01% |
42,282
|
|
||
|
NWBO
153
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
| $2K | ﹤0.01% |
10,270
|
|
||
154
Conagra Brands
CAG
$8.11B
| – | – |
-9,814
|
|
||
155
JB Hunt Transport Services
JBHT
$19.3B
| – | – |
-1,400
|
|