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
$241M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$353K
2 +$270K
3 +$208K
4
DRI icon
Darden Restaurants
DRI
+$149K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$101K

Sector Composition

1 Consumer Staples 4.41%
2 Healthcare 2.57%
3 Financials 2.17%
4 Technology 2.11%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,391