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
$487M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$795K
2 +$318K
3 +$310K
4
AMP icon
Ameriprise Financial
AMP
+$247K
5
FOXA icon
Fox Class A
FOXA
+$241K

Top Sells

1 +$1.52M
2 +$1.03M
3 +$953K
4
ELV icon
Elevance Health
ELV
+$620K
5
WMT icon
Walmart
WMT
+$444K

Sector Composition

1 Healthcare 26.29%
2 Financials 19.2%
3 Consumer Staples 18.02%
4 Technology 8.59%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$75K 0.02%
13,117
152
$5K ﹤0.01%
1,422
153
-7,740
154
-19,809