Katie Amy

@Signaturefd, Llc

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$5.25B

Total holdings3229

Assets growth rate6.67%

Assets growth rate (2-Q avg)5.32%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Signaturefd, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3229 positions.

Assets under management

The assets under management (AUM) of Signaturefd, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.25B in assets, with a quarterly growth rate of 6.67% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Katie Amy, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AFLAflac Inc Recent Activity Increased 13.5%	0.1%	$4.848M 58,936 shares@ $82.26 avg price	Increased 13.5%
AMGNAmgen Inc Recent Activity Increased 1.69%	0.09%	$4.668M 14,486 shares@ $322.21 avg price	Increased 1.69%
NVSNovartis Ag Recent Activity Increased 4.44%	0.09%	$4.657M 40,486 shares@ $115.02 avg price	Increased 4.44%
AZNAstrazeneca Plc Recent Activity Increased 3.58%	0.09%	$4.616M 59,243 shares@ $77.92 avg price	Increased 3.58%
LINLinde Plc Recent Activity Increased 1.35%	0.09%	$4.608M 9,663 shares@ $476.87 avg price	Increased 1.35%
SAPSap Se Recent Activity Increased 5.22%	0.09%	$4.541M 19,822 shares@ $229.1 avg price	Increased 5.22%
SOSouthern Co Recent Activity Increased 1.66%	0.09%	$4.389M 48,675 shares@ $90.18 avg price	Increased 1.66%
SHOPShopify Inc Recent Activity Increased 7.36%	0.09%	$4.206M 52,489 shares@ $80.14 avg price	Increased 7.36%
TTTrane Technologies Plc Recent Activity Increased 70.96%	0.08%	$3.97M 10,213 shares@ $388.74 avg price	Increased 70.96%
AXPAmerican Express Co Recent Activity Increased 0.24%	0.08%	$3.877M 14,297 shares@ $271.2 avg price	Increased 0.24%