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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
+0.25%
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
$513M
AUM Growth
+$12.3M
Cap. Flow
+$14M
Cap. Flow %
2.74%
Top 10 Hldgs %
38.86%
Holding
144
New
7
Increased
55
Reduced
57
Closed
5

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.08M
2
MSFT icon
Microsoft
MSFT
+$3.58M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.32M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.36M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.95M

Top Sells

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$5.11M
2
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$648K
3
AAPL icon
Apple
AAPL
+$568K
4
TPL icon
Texas Pacific Land
TPL
+$468K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$425K

Sector Composition

Rank Sector Weight
1 Technology 19.42%
2 Financials 10.27%
3 Consumer Discretionary 7.8%
4 Industrials 4.56%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
76
Cisco
CSCO
$483B
$717K 0.14%
12,105
+1,409
+13% +$80.5K
TGT icon
77
Target
TGT
$69B
$698K 0.14%
5,161
+11
+0.2% +$1.58K
JEPI icon
78
JPMorgan Equity Premium Income ETF
JEPI
$46B
$695K 0.14%
12,078
+949
+9% +$56.4K
VOO icon
79
Vanguard S&P 500 ETF
VOO
$1.03T
$691K 0.13%
1,282
-10
-0.8% -$5.42K
SPY icon
80
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$666K 0.13%
1,136
-77
-6% -$45.4K
IWF icon
81
iShares Russell 1000 Growth ETF
IWF
$127B
$648K 0.13%
6,456
-24
-0.4% -$2.36K
IJH icon
82
iShares Core S&P Mid-Cap ETF
IJH
$127B
$641K 0.13%
10,290
-625
-6% -$40.1K
VT icon
83
Vanguard Total World Stock ETF
VT
$81.2B
$637K 0.12%
5,422
-222
-4% -$26.6K
VIG icon
84
Vanguard Dividend Appreciation ETF
VIG
$114B
$618K 0.12%
3,155
-719
-19% -$144K
BAC icon
85
Bank of America
BAC
$447B
$557K 0.11%
12,664
+6,268
+98% +$276K
TSM icon
86
TSMC
TSM
$2.17T
$550K 0.11%
2,786
– –
VOE icon
87
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$543K 0.11%
3,356
-35
-1% -$5.9K
VHT icon
88
Vanguard Health Care ETF
VHT
$19B
$542K 0.11%
2,135
– –
LEN icon
89
Lennar Class A
LEN
$20.6B
$532K 0.1%
4,033
-1,174
-23% -$191K
JPST icon
90
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$509K 0.1%
10,100
-6,910
-41% -$349K
ADP icon
91
Automatic Data Processing
ADP
$109B
$508K 0.1%
+1,736
New +$513K
IBDQ
92
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$485K 0.09%
19,379
-13,443
-41% -$337K
CAT icon
93
Caterpillar
CAT
$385B
$484K 0.09%
1,335
-59
-4% -$22.9K
AVGO icon
94
Broadcom
AVGO
$2.01T
$475K 0.09%
2,050
– –
XOM icon
95
ExxonMobil
XOM
$662B
$470K 0.09%
4,369
+1,493
+52% +$175K
ORCL icon
96
Oracle
ORCL
$435B
$449K 0.09%
+2,695
New +$479K
HON icon
97
Honeywell
HON
$77B
$438K 0.09%
2,055
– –
YUM icon
98
Yum! Brands
YUM
$39.7B
$436K 0.09%
3,253
– –
IMCG icon
99
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.11B
$428K 0.08%
5,668
– –
TSLA icon
100
Tesla
TSLA
$1.31T
$426K 0.08%
1,054
-598
-36% -$192K
2 3
4
5 6

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 Q4 2024 Portfolio in Review

As of Q4 2024, American Money Management held 144 positions worth $513M, up 2.5% from $500M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

American Money Management's Q4 2024 filing shows 7 new, 55 increased, 57 reduced and 5 closed positions. Its largest new stake was Automatic Data Processing: 1,736 shares worth $508K. The largest sale was Charles Schwab, an estimated $5.11M.

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

  • American Money Management's largest Q4 2024 buy was Automatic Data Processing: 1,736 shares worth $508K.
  • American Money Management added most to Meta Platforms (Facebook) in Q4 2024, an estimated $4.08M increase.
  • American Money Management's biggest Q4 2024 reduction was Charles Schwab, cutting an estimated $5.11M.
  • American Money Management fully exited iShares iBonds Dec 2024 Term Corporate ETF in Q4 2024, selling an estimated $648K.
  • American Money Management's ten largest holdings make up 39% of its $513M portfolio in Q4 2024.
  • American Money Management opened 7 new positions and closed 5 in Q4 2024.
  • American Money Management's portfolio value rose 2.5% quarter-over-quarter to $513M.

Based on American Money Management's 13F filing for Q4 2024, filed 12 Feb 2025.