AMG

Asset Management Group Portfolio holdings

AUM $574M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$856K
2
+$396K
3
+$290K
4
DIS icon
Walt Disney
DIS
+$270K
5
TXMD icon
TherapeuticsMD
TXMD
+$254K

Top Sells

1
+$2.81M
2
+$779K
3
+$705K
4
AAPL icon
Apple
AAPL
+$522K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$423K

Sector Composition

1 Technology 4.6%
2 Consumer Staples 2.44%
3 Financials 2.06%
4 Consumer Discretionary 1.87%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.58%
49,899
+218
52
$2.85M 0.56%
8,471
+26
53
$2.72M 0.54%
78,393
-1,462
54
$2.71M 0.53%
74,045
-1,899
55
$2.71M 0.53%
24,177
-202
56
$2.68M 0.53%
15,679
+44
57
$2.66M 0.52%
16,036
+168
58
$2.61M 0.51%
5,044
-143
59
$2.48M 0.49%
5,219
-112
60
$2.27M 0.45%
87,029
-6,438
61
$2.18M 0.43%
10,529
+311
62
$2.11M 0.42%
12,919
+47
63
$2.03M 0.4%
18,533
-1,646
64
$2.02M 0.4%
80,880
-16,923
65
$1.91M 0.37%
13,548
-34
66
$1.87M 0.37%
15,224
+33
67
$1.85M 0.36%
6,186
-22
68
$1.79M 0.35%
21,995
69
$1.77M 0.35%
94,146
-2,892
70
$1.73M 0.34%
34,887
-7,573
71
$1.58M 0.31%
2,806
72
$1.57M 0.31%
28,260
+320
73
$1.48M 0.29%
4,601
-477
74
$1.34M 0.26%
8,603
-955
75
$1.31M 0.26%
3,364
1 2
3
4 5