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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
+5.74%
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
$599M
AUM Growth
+$33.5M
Cap. Flow
+$7.51M
Cap. Flow %
1.25%
Top 10 Hldgs %
38.35%
Holding
161
New
13
Increased
58
Reduced
67
Closed
6

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.52M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.19M
3
INTU icon
Intuit
INTU
+$1.01M
4
SPGI icon
S&P Global
SPGI
+$962K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$5.6M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$428K
3
O icon
Realty Income
O
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

Rank Sector Weight
1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
51
Wells Fargo
WFC
$265B
$3.09M 0.52%
36,860
+284
+0.8% +$23K
VO icon
52
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.98M 0.5%
40,564
-548
-1% -$39.4K
QQQ icon
53
Invesco QQQ Trust
QQQ
$479B
$2.55M 0.43%
4,242
+178
+4% +$102K
LNG icon
54
Cheniere Energy
LNG
$54.9B
$2.25M 0.37%
9,562
-389
-4% -$91.4K
NXPI icon
55
NXP Semiconductors
NXPI
$58.9B
$2.14M 0.36%
9,380
-66
-0.7% -$14.8K
AMAT icon
56
Applied Materials
AMAT
$415B
$2.09M 0.35%
10,204
-336
-3% -$61K
SLQD icon
57
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$1.45M 0.24%
28,549
-1,199
-4% -$60.7K
AVGO icon
58
Broadcom
AVGO
$2.01T
$1.44M 0.24%
4,350
+1,367
+46% +$419K
ULTA icon
59
Ulta Beauty
ULTA
$23.6B
$1.29M 0.22%
2,364
+48
+2% +$24.6K
PANW icon
60
Palo Alto Networks
PANW
$314B
$1.28M 0.21%
6,267
+797
+15% +$153K
VV icon
61
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$1.22M 0.2%
3,967
+5
+0.1% +$1.48K
TXN icon
62
Texas Instruments
TXN
$256B
$1.15M 0.19%
6,235
-1,158
-16% -$226K
VONG icon
63
Vanguard Russell 1000 Growth ETF
VONG
$45.6B
$1.14M 0.19%
9,475
-401
-4% -$46K
NSC icon
64
Norfolk Southern
NSC
$75B
$1.12M 0.19%
3,722
-17
-0.5% -$4.72K
BAC icon
65
Bank of America
BAC
$447B
$1.11M 0.19%
21,506
+5,394
+33% +$263K
COF icon
66
Capital One
COF
$134B
$1M 0.17%
4,721
-4
-0.1% -$876
SCHW
67
Charles Schwab
SCHW
$187B
$959K 0.16%
10,049
+35
+0.3% +$3.32K
MDY icon
68
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$902K 0.15%
1,513
-13
-0.9% -$7.63K
ORCL icon
69
Oracle
ORCL
$435B
$901K 0.15%
3,202
-34
-1% -$8.66K
VB icon
70
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$894K 0.15%
3,517
-178
-5% -$44.1K
UNH icon
71
UnitedHealth
UNH
$371B
$883K 0.15%
2,557
-177
-6% -$53.5K
CSCO icon
72
Cisco
CSCO
$483B
$869K 0.15%
12,697
+256
+2% +$17.4K
UBER icon
73
Uber
UBER
$159B
$856K 0.14%
8,742
+1,565
+22% +$146K
VTV icon
74
Vanguard Morningstar Value ETF
VTV
$192B
$827K 0.14%
4,437
+14
+0.3% +$2.54K
SPYM
75
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$795K 0.13%
10,147
-333
-3% -$25.1K
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 Q3 2025 Portfolio in Review

As of Q3 2025, American Money Management held 161 positions worth $599M, up 5.9% from $566M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management's Q3 2025 filing shows 13 new, 58 increased, 67 reduced and 6 closed positions. Its largest new stake was Fair Isaac: 341 shares worth $510K. The largest sale was Lockheed Martin, an estimated $5.6M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Consumer Discretionary.

  • American Money Management's largest Q3 2025 buy was Fair Isaac: 341 shares worth $510K.
  • American Money Management added most to Alphabet (Google) Class C in Q3 2025, an estimated $5.52M increase.
  • American Money Management's biggest Q3 2025 reduction was Lockheed Martin, cutting an estimated $5.6M.
  • American Money Management fully exited Realty Income in Q3 2025, selling an estimated $418K.
  • American Money Management's ten largest holdings make up 38% of its $599M portfolio in Q3 2025.
  • American Money Management opened 13 new positions and closed 6 in Q3 2025.
  • American Money Management's portfolio value rose 5.9% quarter-over-quarter to $599M.

Based on American Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.