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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
ADSKAutodesk Inc
Recent Activity
Decreased -6.71%
0.38%
$7.452M
25,213 shares@ $295.57 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -7.84%
0.38%
$7.367M
124,436 shares@ $59.2 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -15.16%
0.37%
$7.2M
191,842 shares@ $37.54 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 1.55%
0.36%
$7.107M
76,943 shares@ $92.37 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.95%
0.36%
$7.071M
13,123 shares@ $538.83 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 10.41%
0.34%
$6.711M
19,077 shares@ $351.8 avg price
HDHome Depot Inc
Recent Activity
Increased 5.79%
0.33%
$6.497M
16,702 shares@ $389.01 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -0.22%
0.33%
$6.38M
5,381 shares@ $1185.72 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.57%
0.33%
$6.361M
43,916 shares@ $144.84 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 27.48%
0.32%
$6.287M
111,149 shares@ $56.57 avg price