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AMM

American Money Management Portfolio holdings

AUM $632M
1-Year Est. Return 14.06%
This Fund
S&P 500
This Quarter Est. Return
+1.34%
1 Year Est. Return
+14.06%
3 Year Est. Return
+54.11%
5 Year Est. Return
+71.84%
10 Year Est. Return
+297.57%
AUM
$527M
AUM Growth
+$14.7M
Cap. Flow
+$12.9M
Cap. Flow %
2.44%
Top 10 Hldgs %
39.12%
Holding
141
New
2
Increased
57
Reduced
61
Closed
6

Top Buys

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$3.43M
2
ICE icon
Intercontinental Exchange
ICE
+$2.58M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.38M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.41M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.21M

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$1.04M
2
CHKP icon
Check Point Software Technologies
CHKP
+$536K
3
TPL icon
Texas Pacific Land
TPL
+$535K
4
LEN icon
Lennar Class A
LEN
+$532K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$299K

Sector Composition

Rank Sector Weight
1 Technology 17.64%
2 Financials 11.2%
3 Consumer Discretionary 7.26%
4 Industrials 5.29%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
51
NVIDIA
NVDA
$5.27T
$2.69M 0.51%
24,784
-1,406
-5% -$178K
VO icon
52
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.66M 0.5%
41,144
-1,236
-3% -$82.9K
WFC icon
53
Wells Fargo
WFC
$265B
$2.64M 0.5%
36,706
– –
LNG icon
54
Cheniere Energy
LNG
$54.9B
$2.39M 0.45%
10,326
-661
-6% -$149K
QQQ icon
55
Invesco QQQ Trust
QQQ
$479B
$1.95M 0.37%
4,153
-173
-4% -$87.9K
SLQD icon
56
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$1.87M 0.36%
37,275
-619
-2% -$30.9K
NXPI icon
57
NXP Semiconductors
NXPI
$58.9B
$1.85M 0.35%
9,727
-12
-0.1% -$2.56K
TMO icon
58
Thermo Fisher Scientific
TMO
$222B
$1.72M 0.33%
3,457
-1,929
-36% -$1.04M
AMAT icon
59
Applied Materials
AMAT
$415B
$1.48M 0.28%
10,168
-141
-1% -$23.7K
GOOG icon
60
Alphabet (Google) Class C
GOOG
$4.35T
$1.44M 0.27%
9,223
-4
-0% -$732
TXN icon
61
Texas Instruments
TXN
$256B
$1.39M 0.26%
7,755
-225
-3% -$42.1K
UNH icon
62
UnitedHealth
UNH
$371B
$1.25M 0.24%
2,389
-19
-0.8% -$9.71K
VV icon
63
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$1.02M 0.19%
3,962
+5
+0.1% +$1.35K
VONG icon
64
Vanguard Russell 1000 Growth ETF
VONG
$45.6B
$1.01M 0.19%
10,833
-24
-0.2% -$2.44K
PANW icon
65
Palo Alto Networks
PANW
$314B
$923K 0.18%
5,410
-890
-14% -$165K
NSC icon
66
Norfolk Southern
NSC
$75B
$886K 0.17%
3,739
-16
-0.4% -$3.9K
DFS
67
DELISTED
Discover Financial Services
DFS
$841K 0.16%
4,926
-184
-4% -$33.7K
SCHW
68
Charles Schwab
SCHW
$187B
$827K 0.16%
10,565
-386
-4% -$30.3K
VB icon
69
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$821K 0.16%
3,702
-252
-6% -$60.2K
MDY icon
70
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$818K 0.16%
1,534
– –
ULTA icon
71
Ulta Beauty
ULTA
$23.6B
$803K 0.15%
2,192
– –
BRK.A icon
72
Berkshire Hathaway Class A
BRK.A
$1.13T
$798K 0.15%
+1
New +$729K
VTV icon
73
Vanguard Morningstar Value ETF
VTV
$192B
$768K 0.15%
4,444
+14
+0.3% +$2.44K
CSCO icon
74
Cisco
CSCO
$483B
$755K 0.14%
12,232
+127
+1% +$7.82K
VBR icon
75
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$734K 0.14%
3,942
+14
+0.4% +$2.77K
1 2
3
4 5

Similar funds

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
ACM
Arini Captial Management London, United Kingdom $634M AUM
KCMH
Keywise Capital Management (HK) Hong Kong $630M AUM 81.01% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
VIM
Vancity Investment Management Vancouver, British Columbia, Canada $629M AUM 2.49% 1-Year Est. Return

American Money Management's Q1 2025 Portfolio in Review

As of Q1 2025, American Money Management held 141 positions worth $527M, up 2.9% from $513M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

American Money Management's Q1 2025 filing shows 2 new, 57 increased, 61 reduced and 6 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $798K. The largest sale was Thermo Fisher Scientific, an estimated $1.04M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Consumer Discretionary.

  • American Money Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 1 share worth $798K.
  • American Money Management added most to GE Aerospace in Q1 2025, an estimated $3.43M increase.
  • American Money Management's biggest Q1 2025 reduction was Thermo Fisher Scientific, cutting an estimated $1.04M.
  • American Money Management fully exited Lennar Class A in Q1 2025, selling an estimated $532K.
  • American Money Management's ten largest holdings make up 39% of its $527M portfolio in Q1 2025.
  • American Money Management opened 2 new positions and closed 6 in Q1 2025.
  • American Money Management's portfolio value rose 2.9% quarter-over-quarter to $527M.

Based on American Money Management's 13F filing for Q1 2025, filed 13 May 2025.