AAM

AR Asset Management Portfolio holdings

AUM $474M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$12.6M
3 +$11M
4
PM icon
Philip Morris
PM
+$10.3M
5
MRK icon
Merck
MRK
+$7.54M

Top Sells

No sells this quarter

Sector Composition

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
101
$207K 0.09%
+9,504