AAM
AR Asset Management Portfolio holdings
AUM
$450M
This Quarter Return
+0.58%
1 Year Return
+13.98%
3 Year Return
+56.07%
5 Year Return
+119.75%
10 Year Return
+202.01%
AUM
$231M
AUM Growth
+$231M
(-2.9%)
Cap. Flow
-$6.37M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
38.88%
Holding
119
New
3
Increased
4
Reduced
10
Closed
1
Top Buys
| 1 |
Wells Fargo
WFC
|
$235K |
| 2 |
Deutsche Bank
DB
|
$209K |
| 3 |
Edwards Lifesciences
EW
|
$207K |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$125K |
| 5 |
AB InBev
BUD
|
$26.3K |
Top Sells
| 1 |
EQC
Equity Commonwealth
EQC
|
$6.92M |
| 2 |
Loews
L
|
$82.3K |
| 3 |
Apple
AAPL
|
$56.5K |
| 4 |
Macy's
M
|
$55.6K |
| 5 |
Altria Group
MO
|
$25.3K |
Sector Composition
| 1 | Consumer Staples | 25.33% |
| 2 | Energy | 16.59% |
| 3 | Healthcare | 12.82% |
| 4 | Financials | 11.18% |
| 5 | Technology | 10.62% |
