AT

AMG TimesSquare Mid Cap Growth Fund | TMDIX

Mutual Fund
AMG FUNDS
Last update 2025-06-26 70 Stocks (6 new)
Value $1.33 Bil Turnover 13 %
Countries:
Top Holdings: COR(3.04%)HUBS(2.95%)VRSK(2.79%)LNG(2.72%)VEEV(2.42%)
Summary Stock Picks Current Portfolio
AMG TimesSquare Mid Cap Growth... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
COR
Cencora Inc
145,500
40,462.1
-13.03%
3.040
-0.36%
0.080
+2.57%
+32.40%
57,416.3
Medical Distribution
HUBS
HubSpot Inc
68,800
39,304.8
-1.43%
2.950
-0.05%
0.130
+6.27%
-19.51%
29,578.4
Software
VRSK
Verisk Analytics Inc
124,493
37,051.6
+2.30%
2.790
+0.06%
0.090
-0.19%
+10.73%
42,533.2
Business Services
LNG
Cheniere Energy Inc
156,400
36,191.0
+2.69%
2.720
+0.07%
0.070
+9.11%
+12.01%
53,144.2
Oil & Gas
VEEV
Veeva Systems Inc
138,785
32,146.8
+2.36%
2.420
+0.06%
0.080
+28.35%
+35.22%
46,456.5
Healthcare Providers & Services
EME
EMCOR Group Inc
85,830
31,725.3
+23.09%
2.390
+0.45%
0.190
+54.45%
+20.70%
24,492.5
Construction
ORLY
O'Reilly Automotive Inc
314,400
30,026.9
-4.99%
2.260
-0.10%
0.000
-4.99%
+15.53%
78,072.7
Vehicles & Parts
CYBR
CyberArk Software Ltd
86,995
29,404.3
+2.35%
2.210
+0.05%
0.170
+21.59%
+19.69%
20,055.1
Software
IT
Gartner Inc
67,925
28,510.8
+3.66%
2.140
+0.08%
0.090
-1.15%
-17.38%
30,808.3
Software
TPG
TPG Inc
580,220
27,519.8
+10.30%
2.070
+0.19%
0.470
+28.75%
-12.48%
6,682.9
Asset Management

AMG TimesSquare Mid Cap Growth Fund's Historical Top Holdings Breakdowns

AMG TimesSquare Mid Cap Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TER
Teradyne Inc
2025-03-31
Sold Out
Sold Out
-2.09%
●
82.6 ($111.86) 140
$93.06
-16.81%
Sold Out
0
-223,000
TRGP
Targa Resources Corp
2025-03-31
New Buy
New Buy
+1.33%
●
178.44 ($198.49) 217.22
$173.52
-12.58%
New holding
88,300
88,300
CUBE
CubeSmart
2025-03-31
Sold Out
Sold Out
-0.99%
●
40.23 ($41.78) 43.23
$43.34
3.73%
Sold Out
0
-312,100
WBS
Webster Financial Corp
2025-03-31
Sold Out
Sold Out
-0.97%
●
47.55 ($55.64) 61.41
$58.68
5.46%
Sold Out
0
-236,800
FICO
Fair Isaac Corp
2025-03-31
New Buy
New Buy
+0.94%
●
1695.35 ($1851.88) 2030.47
$1,855.38
0.19%
New holding
6,780
6,780
HXL
Hexcel Corp
2025-03-31
New Buy
New Buy
+0.92%
●
54.76 ($62.49) 70.69
$57.30
-8.31%
New holding
223,900
223,900
INSM
Insmed Inc
2025-03-31
New Buy
New Buy
+0.86%
●
65.25 ($76.49) 83.83
$97.80
27.86%
New holding
150,200
150,200
AXON
Axon Enterprise Inc
2025-03-31
Add
Add
+0.86%
●
496.65 ($585.29) 710.01
$795.48
35.91%
Add 123.43%
39,100
21,600
PCTY
Paylocity Holding Corp
2025-03-31
New Buy
New Buy
+0.86%
●
183.21 ($199.78) 217.86
$184.62
-7.59%
New holding
61,200
61,200
CPRT
Copart Inc
2025-03-31
Sold Out
Sold Out
-0.85%
●
52.3 ($56.28) 59.83
$49.32
-12.37%
Sold Out
0
-199,200

AMG TimesSquare Mid Cap Growth Fund Total Holding History ($B)

To

AMG TimesSquare Mid Cap Growth Fund's Asset Allocation

To

AMG TimesSquare Mid Cap Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AMG TimesSquare Mid Cap Growth Fund's Hypothetical Growth since 2025-03-31

AMG TimesSquare Mid Cap Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

AMG TimesSquare Mid Cap Growth Fund's Holdings Heat Map

Size field:

AMG TimesSquare Mid Cap Growth Fund's Holdings Bubble Chart

AMG TimesSquare Mid Cap Growth Fund News

  • 1

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