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AMG River Road Dividend All Cap Value Fund | ARDEX

Mutual Fund
AMG Funds IV
Last update 2025-03-28 56 Stocks (4 new)
Value $71.00 Mil Turnover 5 %
Countries:
Top Holdings: ORCL(4.67%)WMB(4.36%)KMI(3.93%)PNC(3.58%)PGR(3.39%)
Summary Stock Picks Current Portfolio
AMG River Road Dividend All Cap Value 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
ORCL 		Oracle Corp2024-10-31Reduce
-1.12%
●
125.9 ($155.86) 178.29
$174.02
11.65%
Reduce -25.38%
23,445
-7,973
PGR 		Progressive Corp2024-10-31Reduce
-0.99%
●
210.91 ($244.88) 259.24
$279.32
14.06%
Reduce -26.36%
12,817
-4,589
WMG 		Warner Music Group Corp2024-10-31New Buy
+0.86%
●
27.51 ($29.97) 32.41
$26.37
-12.01%
New holding
22,340
22,340
TXN 		Texas Instruments Inc2024-10-31Reduce
-0.86%
●
181.19 ($201.77) 214.34
$192.42
-4.63%
Reduce -42.58%
5,656
-4,194
WMB 		Williams Companies Inc2024-10-31Reduce
-0.82%
●
41.24 ($46.74) 52.62
$60.56
29.57%
Reduce -21.48%
69,913
-19,125
GLW 		Corning Inc2024-10-31Reduce
-0.77%
●
37.76 ($43.23) 49.03
$50.71
17.30%
Reduce -25.78%
55,377
-19,231
EXE 		Expand Energy Corp2024-10-31New Buy
+0.77%
●
70.31 ($78.02) 88.7
$117.35
50.41%
New holding
7,582
7,582
KMI 		Kinder Morgan Inc2024-10-31Reduce
-0.76%
●
20.08 ($22.34) 24.99
$28.14
25.96%
Reduce -21.48%
130,622
-35,727
UL 		Unilever PLC2024-10-31Reduce
-0.74%
●
60.19 ($63.19) 65.59
$63.02
-0.27%
Reduce -21.48%
43,914
-12,011
PNC 		PNC Financial Services Group Inc2024-10-31Reduce
-0.73%
●
165.82 ($180.6) 192.34
$178.63
-1.09%
Reduce -21.48%
14,698
-4,021

AMG River Road Dividend All Cap Value Fund Total Holding History ($B)

To

AMG River Road Dividend All Cap Value Fund's Asset Allocation

To

AMG River Road Dividend All Cap Value Fund Past Portfolios

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

Top Ranked Articles

  • 1

AMG River Road Dividend All Cap Value Fund's Hypothetical Growth since 2025-01-31

AMG River Road Dividend All Cap Value Fund's Yearly Returns

Year Portfolio % % Excess Gain %

AMG River Road Dividend All Cap Value Fund News

  • 1

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