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Amanda Sawyer

@Moneta Group Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$6.886BTotal holdings646
Assets growth rate9.96%Assets growth rate (2-Q avg)16.85%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Moneta Group Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 646 positions.

Assets under management

The assets under management (AUM) of Moneta Group Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.886B in assets, with a quarterly growth rate of 9.96% and a 2-quarter average growth rate of 16.85%. The portfolio is managed by Amanda Sawyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$1.175M
7,811 shares@ $150.44 avg price
RNSTRenasant Corp
Recent Activity
Exited
0%
$1.001M
32,791 shares@ $30.54 avg price
DJPBarclays Bank Plc
Recent Activity
Exited
0%
$701,313
21,875 shares@ $32.07 avg price
CDWCdw Corp
Recent Activity
Exited
0%
$428,654
1,915 shares@ $223.85 avg price
RFRegions Financial Corp New
Recent Activity
Exited
0%
$355,470
17,738 shares@ $20.05 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$310,679
2,616 shares@ $118.77 avg price
MTBM & T Bk Corp
Recent Activity
Exited
0%
$293,487
1,939 shares@ $151.36 avg price
BPBp Plc
Recent Activity
Exited
0%
$290,326
8,042 shares@ $36.11 avg price
TDGTransdigm Group Inc
Recent Activity
Exited
0%
$282,352
221 shares@ $1277.62 avg price
CMECme Group Inc
Recent Activity
Exited
0%
$263,465
1,340 shares@ $196.62 avg price