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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
STLAStellantis N.v
Recent Activity
Exited
0%
$149,731
10,657 shares@ $14.06 avg price
ITUBItau Unibanco Hldg S A
Recent Activity
Exited
0%
$114,580
17,230 shares@ $6.66 avg price
CXCemex Sab De Cv
Recent Activity
Exited
0%
$62,427
10,234 shares@ $6.1 avg price
GSMFerroglobe Plc
Recent Activity
Exited
0%
$50,390
10,860 shares@ $4.64 avg price
RBBNRibbon Communications Inc
Recent Activity
Exited
0%
$32,500
10,000 shares@ $3.25 avg price