Amy King

@Kathmere Capital Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.115B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PEGPublic Svc Enterprise Grp In Recent Activity New Position	0.02%	$214,520 2,539 shares@ $84.49 avg price	New Position
DEODiageo Plc Recent Activity New Position	0.02%	$213,960 1,683 shares@ $127.14 avg price	New Position
CBChubb Limited Recent Activity New Position	0.02%	$211,922 767 shares@ $276.3 avg price	New Position
METMetlife Inc Recent Activity New Position	0.02%	$211,414 2,582 shares@ $81.88 avg price	New Position
RPMRpm Intl Inc Recent Activity New Position	0.02%	$210,929 1,714 shares@ $123.07 avg price	New Position
GPIGroup 1 Automotive Inc Recent Activity New Position	0.02%	$210,740 500 shares@ $421.48 avg price	New Position
ROSTRoss Stores Inc Recent Activity New Position	0.02%	$210,417 1,391 shares@ $151.28 avg price	New Position
XLFSelect Sector Spdr Tr Recent Activity New Position	0.02%	$208,399 4,312 shares@ $48.34 avg price	New Position
ENBEnbridge Inc Recent Activity New Position	0.02%	$205,955 4,854 shares@ $42.43 avg price	New Position
BHPBhp Group Ltd Recent Activity New Position	0.02%	$205,818 4,215 shares@ $48.83 avg price	New Position