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Amy King

@Kathmere Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.115BTotal holdings410
Assets growth rate4.55%Assets growth rate (2-Q avg)8.75%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Kathmere Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 410 positions.

Assets under management

The assets under management (AUM) of Kathmere Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.115B in assets, with a quarterly growth rate of 4.55% and a 2-quarter average growth rate of 8.75%. The portfolio is managed by Amy King, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBDPIshares Tr
Recent Activity
Exited
0%
$4.99M
197,921 shares@ $25.21 avg price
IBMMIshares Tr
Recent Activity
Exited
0%
$2.789M
106,846 shares@ $26.11 avg price
SVREWSaverone 2014 Ltd
Recent Activity
Exited
0%
$1.348M
10.053M shares@ $0.14 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$418,748
1,091 shares@ $383.83 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$382,689
403 shares@ $949.61 avg price
CIThe Cigna Group
Recent Activity
Exited
0%
$381,430
1,101 shares@ $346.44 avg price
HMCHonda Motor Ltd
Recent Activity
Exited
0%
$337,068
10,623 shares@ $31.74 avg price
TTETotalenergies Se
Recent Activity
Exited
0%
$245,427
3,798 shares@ $64.63 avg price
FERGFerguson Enterprises Inc
Recent Activity
Exited
0%
$232,724
1,172 shares@ $198.57 avg price
CARRCarrier Global Corporation
Recent Activity
Exited
0%
$224,558
2,790 shares@ $80.49 avg price