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ACM
Antonetti Capital Management Portfolio holdings
AUM
$64M
1-Year Est. Return
3.84%
This Fund
S&P 500
This Quarter
Est. Return
-2.18%
1 Year Est. Return
+3.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$91.1M
AUM Growth
–
Cap. Flow
+$94.1M
Cap. Flow
% of AUM
103.3%
Top 10 Holdings %
Top 10 Hldgs %
46.5%
Holding
321
New
318
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$9.98M |
| 2 |
United Parcel Service
UPS
|
+$8.11M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$5.99M |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$4.6M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.87M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 11.29% |
| 2 | Technology | 2.74% |
| 3 | Financials | 2.54% |
| 4 | Healthcare | 1.84% |
| 5 | Communication Services | 1.75% |
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Antonetti Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Antonetti Capital Management, which disclosed 321 positions worth $91.1M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is iShares MSCI Emerging Markets ETF: 240,516 shares worth $9.26M.
By sector, the portfolio is most concentrated in Industrials at 11% of assets, followed by Technology and Financials.
- Antonetti Capital Management's largest Q2 2013 buy was iShares MSCI Emerging Markets ETF: 240,516 shares worth $9.26M.
- Antonetti Capital Management's ten largest holdings make up 46% of its $91.1M portfolio in Q2 2013.
- Antonetti Capital Management disclosed 321 positions in Q2 2013, its first 13F filing on record.
Based on Antonetti Capital Management's 13F filing for Q2 2013, filed 8 Jul 2013.