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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
+5.74%
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
$599M
AUM Growth
+$33.5M
Cap. Flow
+$7.51M
Cap. Flow %
1.25%
Top 10 Hldgs %
38.35%
Holding
161
New
13
Increased
58
Reduced
67
Closed
6

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.52M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.19M
3
INTU icon
Intuit
INTU
+$1.01M
4
SPGI icon
S&P Global
SPGI
+$962K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$920K

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$5.6M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$428K
3
O icon
Realty Income
O
+$418K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$353K
5
IBM icon
IBM
IBM
+$318K

Sector Composition

Rank Sector Weight
1 Technology 19.67%
2 Financials 11.4%
3 Consumer Discretionary 6.31%
4 Communication Services 4.81%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
101
Micron Technology
MU
$972B
$485K 0.08%
2,897
-266
-8% -$34K
IBDQ
102
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$482K 0.08%
19,121
-148
-0.8% -$3.72K
DIS icon
103
Walt Disney
DIS
$178B
$466K 0.08%
4,074
+307
+8% +$36.2K
IBDW icon
104
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
$446K 0.07%
21,001
– –
SCHB icon
105
Schwab US Broad Market ETF
SCHB
$44.8B
$432K 0.07%
16,800
-150
-0.9% -$3.71K
IVV icon
106
iShares Core S&P 500 ETF
IVV
$904B
$430K 0.07%
642
+17
+3% +$10.9K
HON icon
107
Honeywell
HON
$77B
$417K 0.07%
2,102
+35
+2% +$7.31K
DDWM icon
108
WisdomTree Dynamic International Equity Fund
DDWM
$1.5B
$398K 0.07%
9,527
-741
-7% -$30.3K
VDC icon
109
Vanguard Consumer Staples ETF
VDC
$7.94B
$385K 0.06%
1,800
+1
+0.1% +$219
IMCG icon
110
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.11B
$383K 0.06%
4,630
– –
WMT icon
111
Walmart Inc
WMT
$897B
$383K 0.06%
3,714
-16
-0.4% -$1.59K
WSM icon
112
Williams-Sonoma
WSM
$29.5B
$376K 0.06%
1,922
-34
-2% -$6.5K
SPMD icon
113
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$372K 0.06%
6,505
-230
-3% -$13K
SHEL icon
114
Shell
SHEL
$248B
$368K 0.06%
+5,144
New +$370K
CVX icon
115
Chevron
CVX
$382B
$363K 0.06%
2,335
-124
-5% -$19.2K
SCHG icon
116
Schwab US Large-Cap Growth ETF
SCHG
$63B
$358K 0.06%
11,205
+11
+0.1% +$335
PG icon
117
Procter & Gamble
PG
$340B
$351K 0.06%
2,286
+468
+26% +$73.1K
VYM icon
118
Vanguard High Dividend Yield ETF
VYM
$83.7B
$348K 0.06%
2,466
+1
+0% +$137
VBK icon
119
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$335K 0.06%
1,126
-6
-0.5% -$1.73K
RTX icon
120
RTX Corp
RTX
$302B
$333K 0.06%
+1,992
New +$309K
CRUS icon
121
Cirrus Logic
CRUS
$6.11B
$313K 0.05%
2,500
– –
PLTR icon
122
Palantir
PLTR
$421B
$299K 0.05%
1,640
-20
-1% -$3.24K
ENB icon
123
Enbridge
ENB
$112B
$291K 0.05%
5,774
-1
-0% -$47
REGL icon
124
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.8B
$286K 0.05%
3,351
-100
-3% -$8.43K
IBDS icon
125
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.86B
$283K 0.05%
11,628
-2,234
-16% -$54.2K
3 4
5
6 7

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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 Q3 2025 Portfolio in Review

As of Q3 2025, American Money Management held 161 positions worth $599M, up 5.9% from $566M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

American Money Management's Q3 2025 filing shows 13 new, 58 increased, 67 reduced and 6 closed positions. Its largest new stake was Fair Isaac: 341 shares worth $510K. The largest sale was Lockheed Martin, an estimated $5.6M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Consumer Discretionary.

  • American Money Management's largest Q3 2025 buy was Fair Isaac: 341 shares worth $510K.
  • American Money Management added most to Alphabet (Google) Class C in Q3 2025, an estimated $5.52M increase.
  • American Money Management's biggest Q3 2025 reduction was Lockheed Martin, cutting an estimated $5.6M.
  • American Money Management fully exited Realty Income in Q3 2025, selling an estimated $418K.
  • American Money Management's ten largest holdings make up 38% of its $599M portfolio in Q3 2025.
  • American Money Management opened 13 new positions and closed 6 in Q3 2025.
  • American Money Management's portfolio value rose 5.9% quarter-over-quarter to $599M.

Based on American Money Management's 13F filing for Q3 2025, filed 10 Nov 2025.