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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
+6.77%
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
$566M
AUM Growth
+$38.5M
Cap. Flow
+$10.6M
Cap. Flow %
1.87%
Top 10 Hldgs %
38.43%
Holding
152
New
17
Increased
60
Reduced
54
Closed
4

Top Buys

Rank Stock Value
1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.56M
2
SPGI icon
S&P Global
SPGI
+$2.31M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.73M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.07M

Top Sells

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$3.84M
2
TMO icon
Thermo Fisher Scientific
TMO
+$1.72M
3
DFS
Discover Financial Services
DFS
+$841K
4
TPL icon
Texas Pacific Land
TPL
+$727K
5
COST icon
Costco
COST
+$463K

Sector Composition

Rank Sector Weight
1 Technology 19.02%
2 Financials 11.62%
3 Consumer Discretionary 6.38%
4 Industrials 5.32%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
101
TJX Companies
TJX
$177B
$424K 0.08%
3,436
-10
-0.3% -$1.27K
O icon
102
Realty Income
O
$58.3B
$418K 0.07%
+7,256
New +$410K
TSLA icon
103
Tesla
TSLA
$1.3T
$416K 0.07%
1,309
+150
+13% +$45.2K
DDWM icon
104
WisdomTree Dynamic International Equity Fund
DDWM
$1.5B
$407K 0.07%
10,268
-1,606
-14% -$61.3K
SCHB icon
105
Schwab US Broad Market ETF
SCHB
$44.8B
$404K 0.07%
16,950
– –
VDC icon
106
Vanguard Consumer Staples ETF
VDC
$7.94B
$394K 0.07%
1,799
+2
+0.1% +$438
MU icon
107
Micron Technology
MU
$995B
$390K 0.07%
3,163
-1,325
-30% -$124K
IVV icon
108
iShares Core S&P 500 ETF
IVV
$904B
$388K 0.07%
625
-25
-4% -$14.4K
IMCG icon
109
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.12B
$371K 0.07%
4,630
-1,038
-18% -$77.2K
SPMD icon
110
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$366K 0.06%
6,735
-181
-3% -$9.32K
WMT icon
111
Walmart Inc
WMT
$891B
$365K 0.06%
3,730
– –
CVX icon
112
Chevron
CVX
$382B
$352K 0.06%
2,459
+219
+10% +$30.9K
IBDS icon
113
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$336K 0.06%
+13,862
New +$334K
VYM icon
114
Vanguard High Dividend Yield ETF
VYM
$83.7B
$329K 0.06%
2,465
+701
+40% +$88.8K
SCHG icon
115
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$327K 0.06%
11,194
+11
+0.1% +$291
WSM icon
116
Williams-Sonoma
WSM
$29.5B
$319K 0.06%
1,956
+9
+0.5% +$1.41K
IBM icon
117
IBM
IBM
$223B
$318K 0.06%
+1,080
New +$278K
VBK icon
118
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$313K 0.06%
1,132
-60
-5% -$15.4K
VZ icon
119
Verizon
VZ
$195B
$307K 0.05%
+7,103
New +$308K
CHKP icon
120
Check Point Software Technologies
CHKP
$13.4B
$304K 0.05%
1,375
-240
-15% -$52.8K
PG icon
121
Procter & Gamble
PG
$339B
$290K 0.05%
1,818
+4
+0.2% +$653
REGL icon
122
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
$281K 0.05%
3,451
+92
+3% +$7.34K
EPD icon
123
Enterprise Products Partners
EPD
$82.2B
$266K 0.05%
8,588
+2,000
+30% +$62.3K
ENB icon
124
Enbridge
ENB
$112B
$262K 0.05%
5,775
– –
CRUS icon
125
Cirrus Logic
CRUS
$6.15B
$261K 0.05%
2,500
– –
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 Q2 2025 Portfolio in Review

As of Q2 2025, American Money Management held 152 positions worth $566M, up 7.3% from $527M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management's Q2 2025 filing shows 17 new, 60 increased, 54 reduced and 4 closed positions. Its largest new stake was Capital One: 4,725 shares worth $1.01M. The largest sale was Starbucks, an estimated $3.84M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Consumer Discretionary.

  • American Money Management's largest Q2 2025 buy was Capital One: 4,725 shares worth $1.01M.
  • American Money Management added most to Vanguard Short-Term Treasury ETF in Q2 2025, an estimated $2.56M increase.
  • American Money Management's biggest Q2 2025 reduction was Starbucks, cutting an estimated $3.84M.
  • American Money Management fully exited Thermo Fisher Scientific in Q2 2025, selling an estimated $1.72M.
  • American Money Management's ten largest holdings make up 38% of its $566M portfolio in Q2 2025.
  • American Money Management opened 17 new positions and closed 4 in Q2 2025.
  • American Money Management's portfolio value rose 7.3% quarter-over-quarter to $566M.

Based on American Money Management's 13F filing for Q2 2025, filed 13 Aug 2025.