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Katharine Kim

@Ami Asset Management Corp

Latest period2024 - Q4ReportedManaged Assets$1.877BTotal holdings92
Assets growth rate1.69%Assets growth rate (2-Q avg)0.63%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ami Asset Management Corp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Ami Asset Management Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.877B in assets, with a quarterly growth rate of 1.69% and a 2-quarter average growth rate of 0.63%. The portfolio is managed by Katharine Kim, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.69%
7.14%
$133.943M
534,873 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.37%
6.01%
$112.657M
267,277 shares@ $421.51 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -2.46%
5.42%
$101.682M
537,145 shares@ $189.3 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -2.53%
4.66%
$87.393M
398,345 shares@ $219.4 avg price
CRMSalesforce Inc
Recent Activity
Decreased -2.32%
4.1%
$76.913M
230,050 shares@ $334.33 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.47%
4%
$75.08M
84,234 shares@ $891.33 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -2.24%
3.82%
$71.607M
226,567 shares@ $316.06 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -5.5%
3.68%
$69.078M
304,481 shares@ $226.88 avg price
WSTWest Pharmaceutical Svcs
Recent Activity
Decreased -0.8%
3.19%
$59.832M
182,660 shares@ $327.57 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2%
3.09%
$57.974M
250,059 shares@ $231.85 avg price