We are live on ! Find out more
AAM

AR Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
+0.08%
1 Year Est. Return
+24.08%
3 Year Est. Return
+64.88%
5 Year Est. Return
+92.85%
10 Year Est. Return
+1,439.33%
AUM
$223M
AUM Growth
Cap. Flow
+$227M
Cap. Flow %
101.77%
Top 10 Hldgs %
39.78%
Holding
108
New
108
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$14.6M
2
CVX icon
Chevron
CVX
+$12.9M
3
IBM icon
IBM
IBM
+$11.7M
4
PM icon
Philip Morris
PM
+$11.1M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$7.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Staples 22.02%
2 Energy 21.79%
3 Healthcare 10.27%
4 Technology 8.95%
5 Financials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HHH icon
76
Howard Hughes
HHH
$3.99B
$482K 0.22%
+4,507
New +$424K
MSFT icon
77
Microsoft
MSFT
$3.7T
$477K 0.21%
+13,800
New +$452K
AEP icon
78
American Electric Power
AEP
$68.1B
$448K 0.2%
+10,000
New +$480K
RIO icon
79
Rio Tinto
RIO
$157B
$431K 0.19%
+10,500
New +$468K
TEVA icon
80
Teva Pharmaceuticals
TEVA
$42.4B
$392K 0.18%
+10,000
New +$389K
EMR icon
81
Emerson Electric
EMR
$91.3B
$389K 0.17%
+7,130
New +$401K
KMI icon
82
Kinder Morgan
KMI
$72.3B
$381K 0.17%
+10,000
New +$388K
BAX icon
83
Baxter International
BAX
$13.9B
$374K 0.17%
+9,952
New +$381K
ABBV icon
84
AbbVie
ABBV
$439B
$360K 0.16%
+8,700
New +$380K
TXN icon
85
Texas Instruments
TXN
$253B
$348K 0.16%
+10,000
New +$357K
ADM icon
86
Archer Daniels Midland
ADM
$38.8B
$345K 0.15%
+10,172
New +$339K
SYY icon
87
Sysco
SYY
$39.9B
$342K 0.15%
+10,000
New +$344K
CB
88
DELISTED
CHUBB CORPORATION
CB
$339K 0.15%
+4,000
New +$350K
TRIP icon
89
TripAdvisor
TRIP
$1.27B
$307K 0.14%
+5,050
New +$289K
EXPE icon
90
Expedia Group
EXPE
$39.6B
$304K 0.14%
+5,050
New +$299K
ABT icon
91
Abbott
ABT
$193B
$303K 0.14%
+8,700
New +$319K
TRV icon
92
Travelers Companies
TRV
$77.3B
$265K 0.12%
+3,311
New +$278K
GM icon
93
General Motors
GM
$76.1B
$256K 0.11%
+7,700
New +$244K
MPG.PRA
94
DELISTED
MPG OFFICE TRUST, INC 7.625% SER A CUMV REDM PFD STK
MPG.PRA
$254K 0.11%
+10,000
New +$269K
FNF icon
95
Fidelity National Financial
FNF
$13.3B
$249K 0.11%
+18,317
New +$266K
PPLI
96
People Inc
PPLI
$3.01B
$240K 0.11%
+28,257
New +$241K
CDP icon
97
COPT Defense Properties
CDP
$4.23B
$232K 0.1%
+9,100
New +$251K
FIS icon
98
Fidelity National Information Services
FIS
$22.2B
$230K 0.1%
+5,364
New +$229K
FRC.PRD.CL
99
DELISTED
First Republic Bank Depositary Shares, each representing a 1/40th interest in a share of 5.50% Noncu
FRC.PRD.CL
$230K 0.1%
+10,000
New +$243K
GEK.CL
100
DELISTED
General Electric Capital Corp.
GEK.CL
$229K 0.1%
+10,000
New +$234K

Similar funds

AR Asset Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for AR Asset Management, which disclosed 108 positions worth $223M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is ExxonMobil: 162,456 shares worth $14.7M.

By sector, the portfolio is most concentrated in Consumer Staples at 22% of assets, followed by Energy and Healthcare.

  • AR Asset Management's largest Q2 2013 buy was ExxonMobil: 162,456 shares worth $14.7M.
  • AR Asset Management's ten largest holdings make up 40% of its $223M portfolio in Q2 2013.
  • AR Asset Management disclosed 108 positions in Q2 2013, its first 13F filing on record.

Based on AR Asset Management's 13F filing for Q2 2013, filed 14 Aug 2013.