AMAL

Asset Management Advisors LLC Portfolio holdings

AUM $164M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$2.82M
3 +$2.7M
4
WHR icon
Whirlpool
WHR
+$1.87M
5
BK icon
Bank of New York Mellon
BK
+$1.29M

Top Sells

1 +$5.92M
2 +$4.61M
3 +$2.46M
4
AXTA icon
Axalta
AXTA
+$886K
5
GM icon
General Motors
GM
+$849K

Sector Composition

1 Financials 44.11%
2 Consumer Discretionary 19.8%
3 Materials 7.87%
4 Technology 7.37%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-44,300
27
-416,600