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
$226M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$429K
3 +$314K
4
DIS icon
Walt Disney
DIS
+$307K
5
VMC icon
Vulcan Materials
VMC
+$203K

Top Sells

1 +$1.17M
2 +$814K
3 +$351K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$228K
5
JPM icon
JPMorgan Chase
JPM
+$219K

Sector Composition

1 Consumer Staples 4.56%
2 Healthcare 2.4%
3 Financials 2.06%
4 Technology 2.05%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,317