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
$492M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$1.72M
3 +$284K
4
GVA icon
Granite Construction
GVA
+$214K
5
SBUX icon
Starbucks
SBUX
+$209K

Top Sells

1 +$5.22M
2 +$1.67M
3 +$901K
4
LM
Legg Mason, Inc.
LM
+$668K
5
WU icon
Western Union
WU
+$657K

Sector Composition

1 Healthcare 25.24%
2 Consumer Staples 20.51%
3 Financials 18.85%
4 Technology 7.3%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,618
152
-64,725