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
151
-3,200
152
-10,145
153
-13,585
154
-8,365
155
-12,500