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
$160M
AUM Growth
-$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$739K
3 +$512K
4
PM icon
Philip Morris
PM
+$356K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$261K

Top Sells

1 +$2.64M
2 +$1.4M
3 +$585K
4
NSC icon
Norfolk Southern
NSC
+$554K
5
WFC icon
Wells Fargo
WFC
+$442K

Sector Composition

1 Technology 18.37%
2 Financials 15.85%
3 Healthcare 13.07%
4 Consumer Discretionary 8.31%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-28,781