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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NEOGNeogen Corp
| 0% | $1.136M 67,599 shares@ $16.82 avg price | Exited |
SPYDSpdr S&p 500 High Dividend Etf
| 0% | $549,078 12,028 shares@ $45.65 avg price | Exited |