AE

American Express Portfolio holdings

AUM $1.28B
1-Year Est. Return 5.13%
This Quarter Est. Return
1 Year Est. Return
+5.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 99.93%
2 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.15B 99.93%
157,786,199
2
$640K 0.06%
7,403
3
$190K 0.02%
134,905