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Amanda Shine

@Keudell Morrison Wealth Management

Latest period2024 - Q3ReportedManaged Assets$368.383MTotal holdings219
Assets growth rate7.79%Assets growth rate (2-Q avg)5.62%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Keudell Morrison Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 219 positions.

Assets under management

The assets under management (AUM) of Keudell Morrison Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 368.383M in assets, with a quarterly growth rate of 7.79% and a 2-quarter average growth rate of 5.62%. The portfolio is managed by Amanda Shine, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DEODiageo Plc
Recent Activity
New Position
0.11%
$372,322
2,653 shares@ $140.34 avg price
PLDPrologis Inc.
Recent Activity
New Position
0.1%
$357,751
2,833 shares@ $126.28 avg price
SPSMSpdr Ser Tr
Recent Activity
New Position
0.08%
$279,158
6,134 shares@ $45.51 avg price
PYPLPaypal Hldgs Inc
Recent Activity
New Position
0.08%
$267,487
3,428 shares@ $78.04 avg price
AREAlexandria Real Estate Eq In
Recent Activity
New Position
0.08%
$264,575
2,228 shares@ $118.75 avg price
EQINColumbia Etf Tr I
Recent Activity
New Position
0.08%
$261,037
5,515 shares@ $47.34 avg price
MMM3m Co
Recent Activity
New Position
0.08%
$259,789
1,900 shares@ $136.74 avg price
MSMorgan Stanley
Recent Activity
New Position
0.07%
$248,612
2,385 shares@ $104.24 avg price
WDAYWorkday Inc
Recent Activity
New Position
0.07%
$241,233
987 shares@ $244.42 avg price
COLBColumbia Bkg Sys Inc
Recent Activity
New Position
0.07%
$233,396
8,939 shares@ $26.11 avg price