AMG

Asset Management Group Portfolio holdings

AUM $618M
1-Year Est. Return 12.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.61%
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 +$1.56M
2 +$407K
3 +$298K
4
DIS icon
Walt Disney
DIS
+$298K
5
SAM icon
Boston Beer
SAM
+$199K

Top Sells

1 +$1.08M
2 +$736K
3 +$346K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$222K
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