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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
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$3.83M
47,696 shares@ $80.3 avg price
SWKSSkyworks Solutions Inc
Recent Activity
Exited
0%
$1.992M
20,165 shares@ $98.77 avg price
ULTAUlta Beauty Inc
Recent Activity
Exited
0%
$1.969M
5,061 shares@ $389.12 avg price
CRBGCorebridge Finl Inc
Recent Activity
Exited
0%
$1.943M
66,637 shares@ $29.17 avg price
BAPCredicorp Ltd
Recent Activity
Exited
0%
$1.737M
9,596 shares@ $180.97 avg price
MTDMettler Toledo International
Recent Activity
Exited
0%
$1.428M
952 shares@ $1499.7 avg price
PINSPinterest Inc
Recent Activity
Exited
0%
$1.409M
43,528 shares@ $32.37 avg price
ALLYAlly Finl Inc
Recent Activity
Exited
0%
$1.338M
37,590 shares@ $35.59 avg price
MEDPMedpace Hldgs Inc
Recent Activity
Exited
0%
$1.306M
3,913 shares@ $333.8 avg price
NFBKNorthfield Bancorp Inc Del
Recent Activity
Exited
0%
$1.084M
93,472 shares@ $11.6 avg price