AAM
AR Asset Management Portfolio holdings
AUM
$450M
This Quarter Return
+0.8%
1 Year Return
+13.98%
3 Year Return
+56.07%
5 Year Return
+119.75%
10 Year Return
+202.01%
AUM
$239M
AUM Growth
+$239M
(+1.2%)
Cap. Flow
+$2.77M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
38.17%
Holding
108
New
1
Increased
7
Reduced
5
Closed
1
Top Buys
| 1 |
General Motors
GM
|
$2.26M |
| 2 |
Novartis
NVS
|
$434K |
| 3 |
Apple
AAPL
|
$83.2K |
| 4 |
Verizon
VZ
|
$16.1K |
| 5 |
HSBC
HSBC
|
$10.2K |
Top Sells
| 1 |
Merck
MRK
|
$852K |
| 2 |
IBM
IBM
|
$770K |
| 3 |
GGP
GENERAL GROWTH PROPERTIES INC
GGP
|
$57.9K |
| 4 |
Chevron
CVX
|
$38.5K |
| 5 |
EQC
Equity Commonwealth
EQC
|
$3.95K |
Sector Composition
| 1 | Energy | 21.84% |
| 2 | Consumer Staples | 21.5% |
| 3 | Healthcare | 11.18% |
| 4 | Financials | 9.25% |
| 5 | Technology | 8.95% |
