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ACI
AMP Capital Investors Portfolio holdings
AUM
$2.37B
1-Year Est. Return
23.59%
This Fund
S&P 500
This Quarter
Est. Return
+1.66%
1 Year Est. Return
+23.59%
3 Year Est. Return
+89.65%
5 Year Est. Return
+139.34%
10 Year Est. Return
–
AUM
$12.9B
AUM Growth
–
Cap. Flow
+$13B
Cap. Flow
% of AUM
101.21%
Top 10 Holdings %
Top 10 Hldgs %
16.54%
Holding
1,326
New
1,326
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$452M |
| 2 |
Simon Property Group
SPG
|
+$423M |
| 3 |
AVB
AvalonBay Communities
AVB
|
+$231M |
| 4 |
Apple
AAPL
|
+$193M |
| 5 |
ExxonMobil
XOM
|
+$161M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 21.39% |
| 2 | Financials | 11.98% |
| 3 | Technology | 10.66% |
| 4 | Healthcare | 10.13% |
| 5 | Energy | 9.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Digital Realty Trust
DLR
$66.5B
| $85.9M | 0.67% |
+1,425,185
| New | +$93M |
|
27
Coca-Cola
KO
$384B
| $83.4M | 0.65% |
+2,071,730
| New | +$85.8M |
|
28
Procter & Gamble
PG
$339B
| $78.6M | 0.61% |
+1,012,521
| New | +$79.5M |
|
|
BDN
29
Brandywine Realty Trust
BDN
$506M
| $78.3M | 0.61% |
+5,700,046
| New | +$83.1M |
|
30
GE Aerospace
GE
$329B
| $76.6M | 0.59% |
+685,571
| New | +$75.9M |
|
31
Visa
V
$701B
| $72.5M | 0.56% |
+1,573,140
| New | +$68.8M |
|
32
SL Green Realty
SLG
$3.76B
| $69.8M | 0.54% |
+812,296
| New | +$69.8M |
|
33
AT&T
T
$182B
| $68.2M | 0.53% |
+2,535,243
| New | +$70.4M |
|
34
Walmart Inc
WMT
$865B
| $66.6M | 0.52% |
+2,653,281
| New | +$68M |
|
35
Douglas Emmett
DEI
$1.77B
| $63.8M | 0.5% |
+2,516,253
| New | +$64.9M |
|
36
eBay
EBAY
$48.5B
| $63.6M | 0.49% |
+2,900,148
| New | +$65.8M |
|
37
Merck
MRK
$357B
| $63.5M | 0.49% |
+1,407,670
| New | +$62.9M |
|
38
Oracle
ORCL
$417B
| $61.3M | 0.48% |
+2,012,694
| New | +$66.8M |
|
39
Bank of America
BAC
$416B
| $60M | 0.47% |
+4,615,028
| New | +$58.8M |
|
40
Intel
INTC
$514B
| $59.2M | 0.46% |
+2,460,004
| New | +$58.1M |
|
41
RLJ Lodging Trust
RLJ
$1.66B
| $58.8M | 0.46% |
+2,612,966
| New | +$59.9M |
|
42
Essex Property Trust
ESS
$17.5B
| $58.1M | 0.45% |
+362,699
| New | +$57.1M |
|
43
Verizon
VZ
$213B
| $54.6M | 0.42% |
+1,070,642
| New | +$54.6M |
|
|
BRE
44
DELISTED
BRE PROPERTIES INC CL A
BRE
| $54M | 0.42% |
+1,079,223
| New | +$54.3M |
|
45
Kilroy Realty
KRC
$4.06B
| $53.5M | 0.42% |
+1,009,368
| New | +$55M |
|
46
Amgen
AMGN
$206B
| $53.3M | 0.41% |
+538,338
| New | +$55.9M |
|
47
EastGroup Properties
EGP
$10.7B
| $52.6M | 0.41% |
+930,256
| New | +$56.2M |
|
48
Eli Lilly
LLY
$1.01T
| $52.5M | 0.41% |
+1,055,983
| New | +$57.5M |
|
49
PepsiCo
PEP
$186B
| $52M | 0.4% |
+636,694
| New | +$52M |
|
50
Home Depot
HD
$310B
| $51.7M | 0.4% |
+678,468
| New | +$51M |
|
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PSUF
AMP Capital Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for AMP Capital Investors, which disclosed 1,326 positions worth $12.9B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is iShares MSCI Emerging Markets ETF: 10,894,919 shares worth $417M.
By sector, the portfolio is most concentrated in Real Estate at 21% of assets, followed by Financials and Technology.
- AMP Capital Investors's largest Q2 2013 buy was iShares MSCI Emerging Markets ETF: 10,894,919 shares worth $417M.
- AMP Capital Investors's ten largest holdings make up 17% of its $12.9B portfolio in Q2 2013.
- AMP Capital Investors disclosed 1,326 positions in Q2 2013, its first 13F filing on record.
Based on AMP Capital Investors's 13F filing for Q2 2013, filed 14 Aug 2013.