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
$164M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$550K
3 +$267K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$233K
5
PEP icon
PepsiCo
PEP
+$214K

Sector Composition

1 Consumer Staples 3.31%
2 Healthcare 2.7%
3 Communication Services 2%
4 Technology 1.43%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,710