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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
PAAPlains All Amern Pipeline L
Recent Activity
Increased 0.8%
0.23%
$4.556M
266,756 shares@ $17.08 avg price
RTXRtx Corporation
Recent Activity
Increased 11.96%
0.23%
$4.549M
39,313 shares@ $115.73 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.72%
0.23%
$4.487M
8,522 shares@ $526.58 avg price
CATCaterpillar Inc
Recent Activity
Increased 10.22%
0.23%
$4.364M
12,030 shares@ $362.78 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -6.21%
0.22%
$4.302M
15,424 shares@ $278.94 avg price
SYFSynchrony Financial
Recent Activity
Increased 28.85%
0.21%
$4.139M
63,672 shares@ $65.01 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -6.96%
0.21%
$4.079M
22,239 shares@ $183.42 avg price
CELHCelsius Hldgs Inc
Recent Activity
Decreased -15.36%
0.21%
$4.052M
153,827 shares@ $26.34 avg price
MUMicron Technology Inc
Recent Activity
Increased 3.71%
0.21%
$4.041M
48,012 shares@ $84.17 avg price