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AMC

Asset Management Corp Portfolio holdings

AUM $128M
1-Year Est. Return 6.72%
This Fund
S&P 500
This Quarter Est. Return
+19.59%
1 Year Est. Return
-6.72%
3 Year Est. Return
+57.11%
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$45.2M
Cap. Flow
+$25.4M
Cap. Flow %
16.22%
Top 10 Hldgs %
54.52%
Holding
140
New
17
Increased
47
Reduced
46
Closed
11

Sector Composition

Rank Sector Weight
1 Technology 13.24%
2 Financials 9.86%
3 Healthcare 9.44%
4 Communication Services 6.43%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ET icon
126
Energy Transfer Partners
ET
$69.6B
$93K 0.06%
+13,016
New +$96.5K
SWIR
127
DELISTED
Sierra Wireless
SWIR
$90K 0.06%
+10,000
New +$85.4K
MRCC
128
DELISTED
Monroe Capital Corp
MRCC
$71K 0.05%
+10,213
New +$75.2K
F icon
129
Ford
F
$59.3B
$70K 0.04%
11,449
BA icon
130
Boeing
BA
$175B
-3,346
Closed -$499K
CRON
131
CALL
Cronos Group
CRON
$1.08B
-24,500
Closed -$139K
DLTR icon
132
Dollar Tree
DLTR
$24.7B
-2,800
Closed -$206K
FDX icon
133
CALL
FedEx
FDX
$73B
-4,000
Closed -$486K
MSFT icon
134
PUT
Microsoft
MSFT
$3.35T
-1,500
Closed -$237K
PML
135
PIMCO Municipal Income Fund II
PML
$485M
-11,122
Closed -$141K
QQQ icon
136
CALL
Invesco QQQ Trust
QQQ
$450B
-13,000
Closed -$2.48M
QQQ icon
137
Invesco QQQ Trust
QQQ
$450B
-2,558
Closed -$487K
TEVA icon
138
CALL
Teva Pharmaceuticals
TEVA
$41.2B
-32,500
Closed -$292K
TSLA icon
139
CALL
Tesla
TSLA
$1.22T
-9,000
Closed -$314K
BSCK
140
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
-84,654
Closed -$1.78M

Similar funds

Asset Management Corp's Q2 2020 Portfolio in Review

As of Q2 2020, Asset Management Corp held 140 positions worth $157M, up 40% from $112M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Asset Management Corp deployed $25.4M of net new capital in Q2 2020, opening 17 new positions and adding to 47 existing holdings. Its largest new stake was FT Vest US Equity Deep Buffer ETF February: 99,631 shares worth $2.98M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $2.09M trimmed.

  • Asset Management Corp's largest Q2 2020 buy was FT Vest US Equity Deep Buffer ETF February: 99,631 shares worth $2.98M.
  • Asset Management Corp added most to Meta Platforms (Facebook) in Q2 2020, an estimated $1.15M increase.
  • Asset Management Corp's biggest Q2 2020 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $2.09M.
  • Asset Management Corp fully exited Invesco BulletShares 2020 Corporate Bond ETF in Q2 2020, selling an estimated $1.78M.
  • Asset Management Corp's ten largest holdings make up 55% of its $157M portfolio in Q2 2020.
  • Asset Management Corp opened 17 new positions and closed 11 in Q2 2020.
  • Asset Management Corp's portfolio value rose 40% quarter-over-quarter to $157M.

Based on Asset Management Corp's 13F filing for Q2 2020, filed 21 Jul 2020.