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Kimberly Key

@Cwa Asset Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.983BTotal holdings559
Assets growth rate5.45%Assets growth rate (2-Q avg)9.89%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwa Asset Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 559 positions.

Assets under management

The assets under management (AUM) of Cwa Asset Management Group, 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 - Q4, they manage 1.983B in assets, with a quarterly growth rate of 5.45% and a 2-quarter average growth rate of 9.89%. The portfolio is managed by Kimberly Key, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MELIMercadolibre Inc
Recent Activity
New Position
0.24%
$4.623M
2,719 shares@ $1700.44 avg price
TWLOTwilio Inc
Recent Activity
New Position
0.18%
$3.382M
31,292 shares@ $108.08 avg price
TEVATeva Pharmaceutical Inds Ltd
Recent Activity
New Position
0.17%
$3.34M
151,537 shares@ $22.04 avg price
DBXDropbox Inc
Recent Activity
New Position
0.17%
$3.205M
106,677 shares@ $30.04 avg price
NVONovo-nordisk A S
Recent Activity
New Position
0.14%
$2.722M
31,644 shares@ $86.03 avg price
ERICTelefonaktiebolaget Lm Erics
Recent Activity
New Position
0.12%
$2.298M
285,146 shares@ $8.06 avg price
INCYIncyte Corp
Recent Activity
New Position
0.1%
$1.933M
27,984 shares@ $69.08 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
New Position
0.1%
$1.914M
5,425 shares@ $352.84 avg price
THCTenet Healthcare Corp
Recent Activity
New Position
0.09%
$1.758M
13,930 shares@ $126.24 avg price
AVAAvista Corp
Recent Activity
New Position
0.09%
$1.672M
45,657 shares@ $36.64 avg price