AHT
Amanah Holdings Trust Portfolio holdings
AUM
$501M
1 Year Est. Return
–
AUM
$404M
AUM Growth
–
Holding
16
Top Buys
| 1 | +$44.5M | |
| 2 | +$41.8M | |
| 3 | +$40.5M | |
| 4 |
Amphenol
APH
|
+$37.8M |
| 5 |
Affirm
AFRM
|
+$35.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 31.77% |
| 2 | Technology | 30.15% |
| 3 | Financials | 14.33% |
| 4 | Energy | 12.56% |
| 5 | Consumer Discretionary | 10.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Sterling Infrastructure
STRL
$11.6B
| $44.5M | 11.02% |
+191,300
|
|
||
2
Seagate
STX
$54.6B
| $41.8M | 10.35% |
+289,774
|
|
||
3
BWX Technologies
BWXT
$19.5B
| $40.5M | 10.02% |
+281,000
|
|
||
|
4
Amphenol
APH
$171B
| $37.8M | 9.35% |
+382,716
|
|
||
|
5
Affirm
AFRM
$23.7B
| $35.9M | 8.87% |
+519,230
|
|
||
6
Cameco
CCJ
$44.5B
| $32.7M | 8.1% |
+441,120
|
|
||
7
Carvana
CVNA
$43.4B
| $30.7M | 7.6% |
+91,462
|
|
||
8
Robinhood
HOOD
$130B
| $30.7M | 7.59% |
+327,697
|
|
||
9
Intercontinental Exchange
ICE
$83.4B
| $27.2M | 6.73% |
+148,385
|
|
||
10
Symbotic
SYM
$9.01B
| $19.8M | 4.91% |
+510,000
|
|
||
|
TPC
11
Tutor Perini Cor
TPC
$3.55B
| $19.2M | 4.74% |
+410,000
|
|
||
12
CVR Energy
CVI
$3.58B
| $18M | 4.45% |
+670,000
|
|
||
13
Stellantis
STLA
$29.3B
| $11.2M | 2.76% |
+1,113,000
|
|
||
|
OLO
14
DELISTED
Olo Inc
OLO
| $6.38M | 1.58% |
+380,000
|
|
||
15
National Presto Industries
NPK
$765M
| $4.41M | 1.09% |
+45,000
|
|