AMCA
Arthur M. Cohen & Associates Portfolio holdings
AUM
$566M
This Quarter Return
+9.58%
1 Year Return
+20.09%
3 Year Return
+112.7%
5 Year Return
+181.51%
10 Year Return
–
AUM
$325M
AUM Growth
+$325M
(+91,516%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
9.05%
Top 10 Holdings %
Top 10 Hldgs %
57.35%
Holding
134
New
8
Increased
41
Reduced
49
Closed
10
Top Buys
| 1 |
Danaher
DHR
|
$32.7M |
| 2 |
Progressive
PGR
|
$1.61M |
| 3 |
Aon
AON
|
$1.21M |
| 4 |
Cboe Global Markets
CBOE
|
$1.06M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$733K |
Top Sells
| 1 |
Bank of America
BAC
|
$1.44M |
| 2 |
Johnson & Johnson
JNJ
|
$1.12M |
| 3 |
Fortive
FTV
|
$1.01M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$790K |
| 5 |
Amgen
AMGN
|
$625K |
Sector Composition
| 1 | Healthcare | 24.71% |
| 2 | Financials | 19.58% |
| 3 | Technology | 13.58% |
| 4 | Consumer Discretionary | 7.14% |
| 5 | Communication Services | 5.4% |
