Kathmere Capital Management 13F annual report

Kathmere Capital Management is an investment fund managing more than $674 billion ran by Amy King. There are currently 199 companies in Mrs. King’s portfolio. The largest investments include Vanguard Bd Index Fds and Pimco Etf Tr, together worth $122 billion.

Limited to 30 biggest holdings

$674 billion Assets Under Management (AUM)

As of 4th October 2023, Kathmere Capital Management’s top holding is 1,023,994 shares of Vanguard Bd Index Fds currently worth over $50.5 billion and making up 7.5% of the portfolio value.In addition, the fund holds 789,308 shares of Pimco Etf Tr worth $72 billion. The third-largest holding is Ishares Tr worth $152 billion and the next is Vanguard Tax-managed Fds worth $29.6 billion, with 677,187 shares owned.

Currently, Kathmere Capital Management's portfolio is worth at least $674 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Kathmere Capital Management

The Kathmere Capital Management office and employees reside in Wayne, Pennsylvania. According to the last 13-F report filed with the SEC, Amy King serves as the CCO at Kathmere Capital Management.