AMG
Asset Management Group Portfolio holdings
AUM
$574M
1-Year Est. Return
10.7%
1 Year Est. Return
+10.7%
AUM
$541M
AUM Growth
-$21.3M
(-3.8%)
Holding
133
Top Buys
| 1 | +$1.69M | |
| 2 | +$993K | |
| 3 | +$830K | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$601K |
| 5 |
IBM
IBM
|
+$398K |
Top Sells
| 1 | +$158M | |
| 2 | +$624K | |
| 3 | +$504K | |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$292K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$238K |
Sector Composition
| 1 | Technology | 5.7% |
| 2 | Consumer Discretionary | 3.87% |
| 3 | Financials | 3.17% |
| 4 | Communication Services | 2.12% |
| 5 | Consumer Staples | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Biotechnology ETF
IBB
$6.17B
| $224K | 0.04% |
1,754
+1
|
|
||
127
Lowe's Companies
LOW
$137B
| $220K | 0.04% |
943
+3
|
|
||
128
Comcast
CMCSA
$109B
| $212K | 0.04% |
5,741
+23
|
|
||
129
Schwab International Dividend Equity ETF
SCHY
$1.34B
| $207K | 0.04% |
+8,139
|
|
||
130
Public Service Enterprise Group
PEG
$42.3B
| $202K | 0.04% |
2,452
+18
|
|
||
131
Xeris Biopharma Holdings
XERS
$1.49B
| $145K | 0.03% |
26,480
|
|
||
132
Newell Brands
NWL
$2.03B
| $81.1K | 0.02% |
13,075
-1,974
|
|
||
|
133
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| – | – |
-3,232
|
|