AMG

Asset Management Group Portfolio holdings

AUM $611M
1-Year Est. Return 11.22%
This Quarter Est. Return
1 Year Est. Return
+11.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$1.12M
2 +$424K
3 +$331K
4
WRB icon
W.R. Berkley
WRB
+$245K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$205K

Sector Composition

1 Consumer Staples 3.91%
2 Financials 2.67%
3 Healthcare 2.34%
4 Technology 2.19%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.08%
+1,493
102
$187K 0.07%
14,204
+214
103
$24K 0.01%
2,472
104
-9,562