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
$500M
AUM Growth
+$203K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.22M
3 +$1.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$322K
5
META icon
Meta Platforms (Facebook)
META
+$318K

Top Sells

1 +$4.89M
2 +$1.61M
3 +$838K
4
DEO icon
Diageo
DEO
+$591K
5
UN
Unilever NV New York Registry Shares
UN
+$582K

Sector Composition

1 Healthcare 25.48%
2 Financials 18.85%
3 Consumer Staples 18.06%
4 Technology 8.08%
5 Energy 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$75K 0.02%
13,117
152
$6K ﹤0.01%
1,422
153
-6,928
154
-11,655
155
-1,705