AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.89M
3 +$1.86M
4
JPM icon
JPMorgan Chase
JPM
+$491K
5
VIAB
Viacom Inc. Class B
VIAB
+$393K

Sector Composition

1 Technology 17.55%
2 Healthcare 13.78%
3 Financials 10.89%
4 Consumer Staples 10.12%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-18,273