AMG
Asset Management Group Portfolio holdings
AUM
$611M
1-Year Est. Return
11.22%
1 Year Est. Return
+11.22%
AUM
$574M
AUM Growth
+$32.5M
(+6%)
Holding
135
Top Buys
| 1 | +$770K | |
| 2 | +$296K | |
| 3 | +$225K | |
| 4 |
Charles Schwab
SCHW
|
+$218K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$202K |
Top Sells
| 1 | +$539K | |
| 2 | +$362K | |
| 3 | +$357K | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$254K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$252K |
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Consumer Discretionary | 3.78% |
| 3 | Financials | 3.14% |
| 4 | Communication Services | 2.39% |
| 5 | Consumer Staples | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Exxon Mobil
XOM
$503B
| $243K | 0.04% |
2,252
+20
|
|
||
127
Becton Dickinson
BDX
$55.3B
| $222K | 0.04% |
1,291
-26
|
|
||
128
iShares Biotechnology ETF
IBB
$6.57B
| $222K | 0.04% |
1,754
|
|
||
|
129
Charles Schwab
SCHW
$168B
| $218K | 0.04% |
+2,388
|
|
||
130
Lowe's Companies
LOW
$128B
| $210K | 0.04% |
948
+5
|
|
||
131
Public Service Enterprise Group
PEG
$41.3B
| $208K | 0.04% |
2,471
+19
|
|
||
132
Comcast
CMCSA
$100B
| $206K | 0.04% |
5,774
+33
|
|
||
133
iShares Gold Trust
IAU
$62.2B
| $201K | 0.04% |
+3,225
|
|
||
134
Xeris Biopharma Holdings
XERS
$1.19B
| $124K | 0.02% |
26,480
|
|
||
135
Newell Brands
NWL
$1.43B
| $70.6K | 0.01% |
13,075
|
|