Keith Huckerby
@Penn Mutual Asset Management
Latest period2024 - Q3ReportedManaged Assets$50.388MTotal holdings60
Assets growth rate7.11%Assets growth rate (2-Q avg)3.76%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Penn Mutual Asset Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 60 positions.
Assets under management
The assets under management (AUM) of Penn Mutual Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 50.388M in assets, with a quarterly growth rate of 7.11% and a 2-quarter average growth rate of 3.76%. The portfolio is managed by Keith Huckerby, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WBAWalgreens Boots Alliance Inc
| 0% | $186,263 15,400 shares@ $12.1 avg price | Exited |