Amanda Sawyer

@Moneta Group Investment Advisors Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$6.886B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ALLAllstate Corp Recent Activity New Position	0.01%	$296,802 1,565 shares@ $189.65 avg price	New Position
KKRKkr & Co Inc Recent Activity New Position	0.01%	$296,678 2,272 shares@ $130.59 avg price	New Position
MFCManulife Finl Corp Recent Activity New Position	0.01%	$293,018 9,916 shares@ $29.56 avg price	New Position
VRTVertiv Holdings Co Recent Activity New Position	0.01%	$289,755 2,912 shares@ $99.51 avg price	New Position
MBBIshares Tr Recent Activity New Position	0.01%	$284,268 2,967 shares@ $95.81 avg price	New Position
FLRFluor Corp New Recent Activity New Position	0.01%	$283,875 5,950 shares@ $47.72 avg price	New Position
ITMVaneck Etf Trust Recent Activity New Position	0.01%	$274,986 5,857 shares@ $46.95 avg price	New Position
MDYGSpdr Ser Tr Recent Activity New Position	0.01%	$273,734 3,120 shares@ $87.74 avg price	New Position
EQIXEquinix Inc Recent Activity New Position	0.01%	$273,390 308 shares@ $887.63 avg price	New Position
OZBelpointe Prep Llc Recent Activity New Position	0.01%	$271,594 3,935 shares@ $69.03 avg price	New Position