AMG
Asset Management Group Portfolio holdings
AUM
$611M
1-Year Est. Return
11.22%
1 Year Est. Return
+11.22%
AUM
$611M
AUM Growth
+$37.6M
(+6.6%)
Holding
137
Top Buys
| 1 | +$1M | |
| 2 | +$480K | |
| 3 | +$222K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$220K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$90.9K |
Top Sells
| 1 | +$441K | |
| 2 | +$388K | |
| 3 | +$378K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$372K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$216K |
Sector Composition
| 1 | Technology | 5.97% |
| 2 | Consumer Discretionary | 3.41% |
| 3 | Financials | 3.01% |
| 4 | Communication Services | 2.55% |
| 5 | Consumer Staples | 1.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
McDonald's
MCD
$214B
| $254K | 0.04% |
837
+4
|
|
||
127
Colgate-Palmolive
CL
$63.5B
| $254K | 0.04% |
3,181
+19
|
|
||
128
iShares Biotechnology ETF
IBB
$8.6B
| $253K | 0.04% |
1,754
|
|
||
129
Becton Dickinson
BDX
$54.4B
| $243K | 0.04% |
1,296
+5
|
|
||
130
iShares Gold Trust
IAU
$65.5B
| $235K | 0.04% |
3,225
|
|
||
131
Lowe's Companies
LOW
$136B
| $230K | 0.04% |
916
-32
|
|
||
132
Charles Schwab
SCHW
$164B
| $229K | 0.04% |
2,395
+7
|
|
||
|
133
iShares Russell 2000 ETF
IWM
$71.1B
| $220K | 0.04% |
+910
|
|
||
134
Xeris Biopharma Holdings
XERS
$1.07B
| $216K | 0.04% |
26,480
|
|
||
135
Public Service Enterprise Group
PEG
$40.3B
| $208K | 0.03% |
2,490
+19
|
|
||
136
Newell Brands
NWL
$1.54B
| $68.5K | 0.01% |
13,075
|
|
||
137
Comcast
CMCSA
$98.5B
| – | – |
-5,774
|
|