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AFG
American Financial Group Portfolio holdings
AUM
$270M
1-Year Est. Return
3.25%
This Fund
S&P 500
This Quarter
Est. Return
+1.76%
1 Year Est. Return
+3.25%
3 Year Est. Return
+32.3%
5 Year Est. Return
+19.65%
10 Year Est. Return
+125.24%
AUM
$1.13B
AUM Growth
–
Cap. Flow
+$1.13B
Cap. Flow
% of AUM
100.56%
Top 10 Holdings %
Top 10 Hldgs %
43.92%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NATL
National Interstate Corporation
NATL
|
+$297M |
| 2 |
EFC
Ellington Financial
EFC
|
+$25.9M |
| 3 |
Verisk Analytics
VRSK
|
+$23.1M |
| 4 |
MetLife
MET
|
+$21.9M |
| 5 |
Microsoft
MSFT
|
+$21.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 45.49% |
| 2 | Industrials | 11.27% |
| 3 | Technology | 8.25% |
| 4 | Real Estate | 7.77% |
| 5 | Consumer Staples | 5.88% |
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American Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for American Financial Group, which disclosed 143 positions worth $1.13B. Its ten largest holdings account for 44% of the portfolio.
Its largest position is National Interstate Corporation: 10,200,000 shares worth $298M.
By sector, the portfolio is most concentrated in Financials at 45% of assets, followed by Industrials and Technology.
- American Financial Group's largest Q2 2013 buy was National Interstate Corporation: 10,200,000 shares worth $298M.
- American Financial Group's ten largest holdings make up 44% of its $1.13B portfolio in Q2 2013.
- American Financial Group disclosed 143 positions in Q2 2013, its first 13F filing on record.
Based on American Financial Group's 13F filing for Q2 2013, filed 9 Aug 2013.