AAM
Auxier Asset Management Portfolio holdings
AUM
$714M
1-Year Est. Return
15.68%
1 Year Est. Return
+15.68%
AUM
$714M
AUM Growth
+$32.7M
(+4.8%)
Holding
179
Top Buys
| 1 | +$1.73M | |
| 2 | +$479K | |
| 3 | +$465K | |
| 4 |
PSKY
Paramount Skydance Corp
PSKY
|
+$330K |
| 5 |
American International
AIG
|
+$306K |
Top Sells
| 1 | +$355K | |
| 2 | +$307K | |
| 3 | +$256K | |
| 4 |
S&P Global
SPGI
|
+$209K |
| 5 |
Bank of New York Mellon
BK
|
+$204K |
Sector Composition
| 1 | Financials | 21.97% |
| 2 | Consumer Staples | 21.78% |
| 3 | Healthcare | 17.68% |
| 4 | Technology | 13.12% |
| 5 | Consumer Discretionary | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MIO
176
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
| – | – |
-17,208
|
|
||
|
PARA
177
DELISTED
Paramount Global Class B
PARA
| – | – |
-15,675
|
|
||
|
178
S&P Global
SPGI
$151B
| – | – |
-397
|
|