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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
VDC icon
101
Vanguard Consumer Staples ETF
VDC
$7.91B
$393K 0.07%
1,797
-43
-2% -$9.29K
MU icon
102
Micron Technology
MU
$970B
$390K 0.07%
4,488
– –
CVX icon
103
Chevron
CVX
$385B
$375K 0.07%
2,240
-366
-14% -$57.3K
DIS icon
104
Walt Disney
DIS
$178B
$371K 0.07%
3,757
-30
-0.8% -$3.22K
CHKP icon
105
Check Point Software Technologies
CHKP
$13.1B
$368K 0.07%
1,615
-2,528
-61% -$536K
IVV icon
106
iShares Core S&P 500 ETF
IVV
$901B
$365K 0.07%
650
+135
+26% +$79.7K
SCHB icon
107
Schwab US Broad Market ETF
SCHB
$44.7B
$365K 0.07%
16,950
– –
SPMD icon
108
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$354K 0.07%
6,916
-17
-0.2% -$927
WMT icon
109
Walmart Inc
WMT
$898B
$327K 0.06%
3,730
-491
-12% -$46.1K
DUK icon
110
Duke Energy
DUK
$96.1B
$312K 0.06%
2,556
– –
PG icon
111
Procter & Gamble
PG
$337B
$309K 0.06%
1,814
+175
+11% +$29.3K
WSM icon
112
Williams-Sonoma
WSM
$29.8B
$308K 0.06%
1,947
+5
+0.3% +$966
TSLA icon
113
Tesla
TSLA
$1.31T
$300K 0.06%
1,159
+105
+10% +$35K
VBK icon
114
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$300K 0.06%
1,192
-41
-3% -$11.4K
FISV
115
Fiserv Inc
FISV
$28B
$289K 0.05%
1,309
– –
SCHG icon
116
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$280K 0.05%
11,183
+12
+0.1% +$329
REGL icon
117
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.81B
$271K 0.05%
3,359
-50
-1% -$4.07K
ET icon
118
Energy Transfer Partners
ET
$71.7B
$263K 0.05%
14,160
-300
-2% -$5.84K
JPST icon
119
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$262K 0.05%
5,166
-4,934
-49% -$249K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$38.4B
$261K 0.05%
2,880
-114
-4% -$10.3K
ENB icon
121
Enbridge
ENB
$113B
$256K 0.05%
5,775
– –
IWS icon
122
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$250K 0.05%
1,982
-44
-2% -$5.73K
CRUS icon
123
Cirrus Logic
CRUS
$6.08B
$249K 0.05%
2,500
-500
-17% -$51.5K
IWR icon
124
iShares Russell Mid-Cap ETF
IWR
$57.7B
$238K 0.05%
2,800
– –
TM icon
125
Toyota
TM
$224B
$234K 0.04%
1,327
-33
-2% -$6.14K
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.