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Erica Gulick

@Ami Investment Management Inc

Latest period2024 - Q4ReportedManaged Assets$307.734MTotal holdings66
Assets growth rate4.17%Assets growth rate (2-Q avg)3.63%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ami Investment Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Ami Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 307.734M in assets, with a quarterly growth rate of 4.17% and a 2-quarter average growth rate of 3.63%. The portfolio is managed by Erica Gulick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RTXRtx Corporation
Recent Activity
Increased 2.3%
1.39%
$4.265M
36,857 shares@ $115.73 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.14%
1.34%
$4.116M
34,068 shares@ $120.82 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -7.85%
1.33%
$4.077M
7,567 shares@ $538.82 avg price
VCITVanguard Scottsdale Fds
Recent Activity
1.3%
$3.988M
49,677 shares@ $80.28 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.05%
1.3%
$3.98M
35,744 shares@ $111.36 avg price
SYKStryker Corporation
Recent Activity
Increased 11.85%
1.22%
$3.725M
10,345 shares@ $360.06 avg price
JNJJohnson & Johnson
Recent Activity
Increased 6.73%
1.2%
$3.687M
25,492 shares@ $144.62 avg price
GHCGraham Hldgs Co
Recent Activity
Decreased -1.22%
1.19%
$3.652M
4,189 shares@ $871.93 avg price
BACBank America Corp
Recent Activity
Decreased -5.35%
1.18%
$3.625M
82,481 shares@ $43.96 avg price
UNPUnion Pac Corp
Recent Activity
Increased 4.85%
1.15%
$3.531M
15,483 shares@ $228.05 avg price