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BAMG

Brand Asset Management Group Portfolio holdings

AUM $452M
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
+15.11%
1 Year Est. Return
+25.97%
3 Year Est. Return
+70.21%
5 Year Est. Return
+57.89%
10 Year Est. Return
AUM
$452M
AUM Growth
+$67.8M
Cap. Flow
+$16.2M
Cap. Flow %
3.57%
Top 10 Hldgs %
43.7%
Holding
242
New
49
Increased
69
Reduced
88
Closed
19

Sector Composition

Rank Sector Weight
1 Miscellaneous 89.83%
2 Technology 4.96%
3 Financials 1.35%
4 Communication Services 0.78%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VEU icon
201
Vanguard FTSE All-World ex-US ETF
VEU
$70.4B
$240K 0.05%
2,870
-215
-7% -$17.6K
TGT icon
202
Target
TGT
$74.1B
$238K 0.05%
+1,824
New +$232K
SCHB icon
203
Schwab US Broad Market ETF
SCHB
$44.7B
$238K 0.05%
8,219
+14
+0.2% +$392
BAI
204
iShares A.I. Innovation and Tech Active ETF
BAI
$13.9B
$232K 0.05%
+4,406
New +$200K
PRXG
205
Praxis Impact Large Cap Growth ETF
PRXG
$88.1M
$232K 0.05%
5,945
-3,347
-36% -$127K
ARW icon
206
Arrow Electronics
ARW
$10.4B
$231K 0.05%
+1,084
New +$216K
ESGU icon
207
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$230K 0.05%
+1,408
New +$223K
NFLX icon
208
Netflix
NFLX
$340B
$229K 0.05%
3,207
+237
+8% +$20.9K
EWY icon
209
iShares MSCI South Korea ETF
EWY
$28B
$227K 0.05%
+1,126
New +$199K
GMED icon
210
Globus Medical
GMED
$11.1B
$226K 0.05%
2,862
-13
-0.5% -$1.1K
XLRE icon
211
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.38B
$225K 0.05%
5,101
+151
+3% +$6.64K
NWSA icon
212
News Corp Class A
NWSA
$16.6B
$221K 0.05%
+8,905
New +$231K
M icon
213
Macy's
M
$5.79B
$219K 0.05%
+9,279
New +$194K
VIRT icon
214
Virtu Financial
VIRT
$5.86B
$218K 0.05%
+3,666
New +$193K
VSS icon
215
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12.1B
$215K 0.05%
1,393
-61
-4% -$9.57K
ETY icon
216
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.33B
$213K 0.05%
14,667
-21,992
-60% -$321K
PANW icon
217
Palo Alto Networks
PANW
$303B
$210K 0.05%
+616
New +$141K
APPF icon
218
AppFolio
APPF
$8.3B
$210K 0.05%
+1,309
New +$209K
IGBH icon
219
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$238M
$206K 0.05%
+8,392
New +$206K
AVSC icon
220
Avantis US Small Cap Equity ETF
AVSC
$3.17B
$202K 0.04%
+2,758
New +$188K
XLY icon
221
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$202K 0.04%
+1,720
New +$201K
GNTX icon
222
Gentex
GNTX
$4.78B
$202K 0.04%
+7,981
New +$189K
SAN icon
223
Banco Santander
SAN
$213B
$140K 0.03%
+10,149
New +$126K
APTV icon
224
Aptiv
APTV
$9.5B
-4,403
Closed -$306K
BIIB icon
225
Biogen
BIIB
$32.3B
-1,814
Closed -$333K

Similar funds

Brand Asset Management Group's Q2 2026 Portfolio in Review

As of Q2 2026, Brand Asset Management Group held 242 positions worth $452M, up 18% from $385M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Brand Asset Management Group deployed $16.2M of net new capital in Q2 2026, opening 49 new positions and adding to 69 existing holdings. Its largest new stake was iShares MSCI USA Momentum Factor ETF: 5,584 shares worth $1.91M.

By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, down from 90% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $1.78M trimmed.

  • Brand Asset Management Group's largest Q2 2026 buy was iShares MSCI USA Momentum Factor ETF: 5,584 shares worth $1.91M.
  • Brand Asset Management Group added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $1.22M increase.
  • Brand Asset Management Group's biggest Q2 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $1.78M.
  • Brand Asset Management Group fully exited TechnipFMC in Q2 2026, selling an estimated $401K.
  • Brand Asset Management Group's ten largest holdings make up 44% of its $452M portfolio in Q2 2026.
  • Brand Asset Management Group opened 49 new positions and closed 19 in Q2 2026.
  • Brand Asset Management Group's portfolio value rose 18% quarter-over-quarter to $452M.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.