AAM

Auxier Asset Management Portfolio holdings

AUM $681M
1-Year Est. Return 17.77%
This Quarter Est. Return
1 Year Est. Return
+17.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$702K
3
+$540K
4
FORR icon
Forrester Research
FORR
+$449K
5
PFE icon
Pfizer
PFE
+$373K

Top Sells

1
+$1.64M
2
+$1.48M
3
+$522K
4
ABT icon
Abbott
ABT
+$508K
5
MSFT icon
Microsoft
MSFT
+$495K

Sector Composition

1 Healthcare 28.41%
2 Consumer Staples 17.95%
3 Financials 17.53%
4 Technology 10.41%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.61%
15,206
-18
52
$2.77M 0.61%
89,245
+12,021
53
$2.67M 0.59%
46,933
-1,170
54
$2.58M 0.57%
29,925
-50
55
$2.57M 0.57%
66,210
+825
56
$2.53M 0.56%
54,291
-200
57
$2.52M 0.56%
198,469
-275
58
$2.48M 0.55%
71,600
59
$2.47M 0.55%
27,699
+300
60
$2.38M 0.53%
58,476
-45
61
$2.31M 0.51%
45,237
+156
62
$2.24M 0.49%
12,120
63
$2.21M 0.49%
213,868
-675
64
$2.12M 0.47%
15,098
-75
65
$2.09M 0.46%
37,960
+645
66
$1.96M 0.43%
38,254
-479
67
$1.88M 0.41%
+30,516
68
$1.87M 0.41%
16,732
-73
69
$1.85M 0.41%
16,645
-104
70
$1.78M 0.39%
10,515
-50
71
$1.69M 0.37%
12,554
72
$1.62M 0.36%
16,550
73
$1.61M 0.36%
26,981
-6,005
74
$1.58M 0.35%
98,797
75
$1.57M 0.35%
58,593
-32
1 2
3
4 5