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
$509M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$856K
2 +$396K
3 +$290K
4
DIS icon
Walt Disney
DIS
+$270K
5
TXMD icon
TherapeuticsMD
TXMD
+$254K

Top Sells

1 +$2.81M
2 +$779K
3 +$705K
4
AAPL icon
Apple
AAPL
+$522K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$423K

Sector Composition

1 Technology 4.6%
2 Consumer Staples 2.44%
3 Financials 2.06%
4 Consumer Discretionary 1.87%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-28,458
127
-1,024
128
-1,244