American Money Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$5.18M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.91M |
| 3 |
S&P Global
SPGI
|
+$1.46M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$1.44M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$931K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Yum! Brands
YUM
|
+$1.65M |
| 2 |
AbbVie
ABBV
|
+$1.18M |
| 3 |
Walt Disney
DIS
|
+$372K |
| 4 |
Shopify
SHOP
|
+$316K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$305K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.91% |
| 2 | Financials | 9.36% |
| 3 | Consumer Discretionary | 7.33% |
| 4 | Industrials | 6.06% |
| 5 | Healthcare | 4.94% |
Similar funds
American Money Management's Q2 2022 Portfolio in Review
As of Q2 2022, American Money Management held 141 positions worth $343M, down 8.7% from $376M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
American Money Management deployed $12.1M of net new capital in Q2 2022, opening 2 new positions and adding to 66 existing holdings. Its largest new stake was S&P Global: 4,085 shares worth $1.38M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 21% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Yum! Brands, an estimated $1.65M trimmed.
- American Money Management's largest Q2 2022 buy was S&P Global: 4,085 shares worth $1.38M.
- American Money Management added most to Vanguard Short-Term Corporate Bond ETF in Q2 2022, an estimated $5.18M increase.
- American Money Management's biggest Q2 2022 reduction was Yum! Brands, cutting an estimated $1.65M.
- American Money Management fully exited Shopify in Q2 2022, selling an estimated $316K.
- American Money Management's ten largest holdings make up 36% of its $343M portfolio in Q2 2022.
- American Money Management opened 2 new positions and closed 6 in Q2 2022.
- American Money Management's portfolio value fell 8.7% quarter-over-quarter to $343M.
Based on American Money Management's 13F filing for Q2 2022, filed 2 Aug 2022.