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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
SPYM
76
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$704K 0.13%
10,703
-355
-3% -$24.6K
BAC icon
77
Bank of America
BAC
$447B
$668K 0.13%
16,017
+3,353
+26% +$149K
VOO icon
78
Vanguard S&P 500 ETF
VOO
$1.03T
$650K 0.12%
1,265
-17
-1% -$9.19K
VT icon
79
Vanguard Total World Stock ETF
VT
$81.3B
$629K 0.12%
5,423
+1
+0% +$120
JEPI icon
80
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$621K 0.12%
10,870
-1,208
-10% -$70.4K
SPY icon
81
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$613K 0.12%
1,096
-40
-4% -$23.5K
VIG icon
82
Vanguard Dividend Appreciation ETF
VIG
$115B
$606K 0.12%
3,125
-30
-1% -$5.96K
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$127B
$597K 0.11%
10,231
-59
-0.6% -$3.66K
VHT icon
84
Vanguard Health Care ETF
VHT
$19B
$565K 0.11%
2,135
– –
IWF icon
85
iShares Russell 1000 Growth ETF
IWF
$127B
$550K 0.1%
6,088
-368
-6% -$36.3K
SGOL icon
86
abrdn Physical Gold Shares ETF
SGOL
$7.5B
$544K 0.1%
18,258
+1,600
+10% +$43.8K
TGT icon
87
Target
TGT
$70.1B
$543K 0.1%
5,203
+42
+0.8% +$5.25K
VOE icon
88
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$536K 0.1%
3,338
-18
-0.5% -$2.94K
XOM icon
89
ExxonMobil
XOM
$663B
$530K 0.1%
4,459
+90
+2% +$9.95K
ADP icon
90
Automatic Data Processing
ADP
$108B
$526K 0.1%
1,721
-15
-0.9% -$4.53K
YUM icon
91
Yum! Brands
YUM
$39.4B
$512K 0.1%
3,253
– –
IBDQ
92
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$484K 0.09%
19,239
-140
-0.7% -$3.52K
TSM icon
93
TSMC
TSM
$2.2T
$449K 0.09%
2,705
-81
-3% -$15.7K
DDWM icon
94
WisdomTree Dynamic International Equity Fund
DDWM
$1.5B
$437K 0.08%
11,874
-13
-0.1% -$470
AVGO icon
95
Broadcom
AVGO
$2.01T
$425K 0.08%
2,538
+488
+24% +$103K
TJX icon
96
TJX Companies
TJX
$173B
$420K 0.08%
3,446
+10
+0.3% +$1.21K
HON icon
97
Honeywell
HON
$73.8B
$412K 0.08%
2,067
+12
+0.6% +$2.43K
ORCL icon
98
Oracle
ORCL
$418B
$412K 0.08%
2,944
+249
+9% +$40.5K
CAT icon
99
Caterpillar
CAT
$391B
$408K 0.08%
1,237
-98
-7% -$34.9K
IMCG icon
100
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.13B
$405K 0.08%
5,668
– –
2 3
4
5 6

Similar funds

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 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
AP
Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 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.