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AMT Diversified Equity Fund | DAACXMutual Fund | |
AMT Diversified Equity Fund | |
Last update 2025-03-31 | 1723 Stocks (10 new) |
Value $325.00 Mil | Turnover 0 % |
AMT Diversified Equity 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 2024-10-31 | Reduce | -0.07% | 772.14 ($905.33) 960.02 | $737.67 | -18.52% | Reduce -5.55% | 4,325 | -254 | |
NVDA | NVIDIA Corp | 2024-10-31 | Reduce | -0.07% | 98.91 ($122.57) 143.71 | $135.13 | 10.25% | Reduce -1.3% | 126,431 | -1,663 | |
SW | Smurfit WestRock PLC | 2024-10-31 | New Buy | +0.05% | 38.85 ($45.2) 51.5 | $43.33 | -4.14% | New holding | 2,791 | 2,791 | |
MSFT | Microsoft Corp | 2024-10-31 | Add | +0.02% | 395.15 ($418.66) 438.69 | $460.36 | 9.96% | Add 0.3% | 40,179 | 122 | |
BA | Boeing Co | 2024-10-31 | Add | +0.02% | 146.62 ($161.05) 179.99 | $207.32 | 28.73% | Add 10% | 3,455 | 314 | |
AAPL | Apple Inc | 2024-10-31 | Add | +0.02% | 207.23 ($225.33) 236.48 | $200.85 | -10.86% | Add 0.3% | 78,537 | 237 | |
LSE:FLTR | Flutter Entertainment PLC | 2024-10-31 | Sold Out | -0.02% | 142.1 (£167.38) 185.45 | £187.45 | 11.99% | Sold Out | 0 | -231 | |
BRK.B | Berkshire Hathaway Inc | 2024-10-31 | Add | +0.01% | 413.72 ($453.42) 478.57 | $503.96 | 11.15% | Add 0.36% | 9,889 | 35 | |
DHR | Danaher Corp | 2024-10-31 | Reduce | -0.01% | 242.32 ($268.01) 280.76 | $189.90 | -29.14% | Reduce -1.91% | 3,487 | -68 | |
GOOG | Alphabet Inc | 2024-10-31 | Add | +0.01% | 149.54 ($164.06) 176.14 | $172.85 | 5.36% | Add 0.35% | 26,610 | 92 |
AMT Diversified Equity Fund Total Holding History ($B)
AMT Diversified Equity Fund's Asset Allocation
AMT Diversified Equity Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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AMT Diversified Equity Fund's Hypothetical Growth since 2025-01-31
AMT Diversified Equity Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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AMT Diversified Equity Fund News
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