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Aryn Sands

@Kmg Fiduciary Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$1.208BTotal holdings270
Assets growth rate4.34%Assets growth rate (2-Q avg)9.09%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kmg Fiduciary Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Kmg Fiduciary Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.208B in assets, with a quarterly growth rate of 4.34% and a 2-quarter average growth rate of 9.09%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDTMedtronic Plc
Recent Activity
Exited
0%
$1.675M
18,609 shares@ $90.04 avg price
ABAlliancebernstein Hldg L P
Recent Activity
Exited
0%
$1.62M
46,433 shares@ $34.89 avg price
DEODiageo Plc
Recent Activity
Exited
0%
$1.35M
9,620 shares@ $140.35 avg price
STLAStellantis N.v
Recent Activity
Exited
0%
$1.153M
82,083 shares@ $14.06 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$252,538
543 shares@ $465.08 avg price
PLDPrologis Inc.
Recent Activity
Exited
0%
$227,178
1,799 shares@ $126.29 avg price
STLDSteel Dynamics Inc
Recent Activity
Exited
0%
$213,453
1,693 shares@ $126.08 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$209,734
844 shares@ $248.5 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$209,567
1,111 shares@ $188.63 avg price
ONTOOnto Innovation Inc
Recent Activity
Exited
0%
$207,560
1,000 shares@ $207.56 avg price