Kayla Berg

@Dakota Wealth Management

Latest period2024 - Q4

Reported1d ago

Managed Assets$4.348B

Total holdings748

Assets growth rate-1.74%

Assets growth rate (2-Q avg)1.14%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dakota Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 748 positions.

Assets under management

The assets under management (AUM) of Dakota Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.348B in assets, with a quarterly growth rate of -1.74% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Kayla Berg, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ECGEverus Constr Group Recent Activity New Position	0.03%	$1.219M 18,536 shares@ $65.75 avg price	New Position
EFGIshares Tr Recent Activity New Position	0.03%	$1.158M 11,955 shares@ $96.84 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.03%	$1.095M 15,153 shares@ $72.24 avg price	New Position
ASAmer Sports Inc Recent Activity New Position	0.03%	$1.083M 38,732 shares@ $27.97 avg price	New Position
TRIPTripadvisor Inc Recent Activity New Position	0.03%	$1.053M 71,325 shares@ $14.78 avg price	New Position
HONDHcm Ii Acquisition Corp Recent Activity New Position	0.03%	$1.037M 103,450 shares@ $10.02 avg price	New Position
PDCOPatterson Cos Inc Recent Activity New Position	0.03%	$1.032M 33,427 shares@ $30.87 avg price	New Position
TSSITss Inc Del Recent Activity New Position	0.03%	$988,294 83,330 shares@ $11.87 avg price	New Position
TSEMTower Semiconductor Ltd Recent Activity New Position	0.03%	$920,278 17,866 shares@ $51.52 avg price	New Position
CARGCargurus Inc Recent Activity New Position	0.03%	$901,625 24,675 shares@ $36.55 avg price	New Position