AE

American Express Portfolio holdings

AUM $1.21B
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$640K

Sector Composition

1 Consumer Discretionary 99.98%
2 Financials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$994M 99.98%
157,786,199
2
$233K 0.02%
134,905
3
-7,403