Titelia

Holdings of AMT Diversified Equity Fund

ADVISER MANAGED TRUST ·1682 declared positions · as of Apr 30, 2026

Original filing · Net assets 391M $ · Ten largest lines: 31.6 % of the equity sleeve

Sector breakdown

  • Technology 29.2 %
  • Financials 11.7 %
  • Communication 9.6 %
  • Consumer discretionary 8.7 %
  • Industrials 8.6 %
  • Health care 7.9 %
  • Consumer staples 4.4 %
  • Energy 2.8 %
  • Materials 2.3 %
  • Utilities 2.2 %
  • Real estate 1.3 %
  • Unattributed 11.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 88.9 %
  • EUR 3.9 %
  • JPY 2.6 %
  • GBP 1.7 %
  • CHF 1.0 %
  • AUD 0.8 %
  • SEK 0.4 %
  • HKD 0.2 %
  • DKK 0.2 %
  • SGD 0.2 %
  • ILS 0.1 %
  • NOK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 88.2 %
  • JP 2.6 %
  • GB 1.8 %
  • FR 1.1 %
  • CH 1.1 %
  • DE 1.0 %
  • AU 0.8 %
  • NL 0.7 %
  • ES 0.4 %
  • IT 0.4 %
  • SE 0.4 %
  • IE 0.3 %
  • Other countries 1.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US970308.6M $88.19 %
JP1779.2M $2.62 %
GB756.3M $1.80 %
FR503.8M $1.09 %
CH413.7M $1.05 %
DE473.5M $0.99 %
AU462.6M $0.75 %
NL312.3M $0.66 %
ES201.4M $0.41 %
IT241.3M $0.38 %
SE411.3M $0.37 %
IE10876.7K $0.25 %

Positions

CompanySharesValueWeight
Lumentum Holdings Inc 331298.7K $0.08 %
Warner Bros Discovery Inc 10,941296K $0.08 %
Sempra 3,066291.6K $0.07 %
ABB Ltd 2,872290.2K $0.07 %
DoorDash Inc 1,718289.7K $0.07 %
AutoZone Inc 78288.9K $0.07 %
PACCAR Inc 2,421287.6K $0.07 %
United Rentals Inc 298286K $0.07 %
Keysight Technologies Inc 808282.7K $0.07 %
Cintas Corp 1,615282.2K $0.07 %
L3Harris Technologies Inc 877281.1K $0.07 %
Iberdrola SA 11,840277.4K $0.07 %
Target Corp 2,134276.9K $0.07 %
Realty Income Corp 4,299276.2K $0.07 %
Airbnb Inc 1,961275.2K $0.07 %
Cheniere Energy Inc 1,000275K $0.07 %
ONEOK Inc 2,933271.2K $0.07 %
Hitachi Ltd 8,400266.9K $0.07 %
Allstate Corp/The 1,224265.9K $0.07 %
Cencora Inc 860264.9K $0.07 %
Coherent Corp 821262.5K $0.07 %
Corteva Inc 3,231261.7K $0.07 %
Advantest Corp 1,400261.2K $0.07 %
Robinhood Markets Inc 3,564259.8K $0.07 %
Targa Resources Corp 996259K $0.07 %
Dominion Energy Inc 4,005258.3K $0.07 %
Apollo Global Management Inc 1,997257.1K $0.07 %
Aflac Inc 2,246255.3K $0.07 %
UBS Group AG 5,766254.9K $0.07 %
AMETEK Inc 1,081254.6K $0.07 %
Teradyne Inc 736252.8K $0.06 %
Monster Beverage Corp 3,274252.3K $0.06 %
Novo Nordisk A/S 5,926252K $0.06 %
Carvana Co 635251.3K $0.06 %
Entergy Corp 2,129251K $0.06 %
Vistra Corp 1,588250.6K $0.06 %
Fortinet Inc 2,952248.9K $0.06 %
Rolls-Royce Holdings PLC 15,394247.4K $0.06 %
Carrier Global Corp 3,682247.3K $0.06 %
Nucor Corp 1,092246K $0.06 %
Arthur J Gallagher & Co 1,190245.6K $0.06 %
NIKE Inc 5,491243.6K $0.06 %
LVMH Moet Hennessy Louis Vuitton SE 454242.4K $0.06 %
Strategy Inc 1,464242.2K $0.06 %
Fastenal Co 5,386242K $0.06 %
Ferguson Enterprises Inc 896239.9K $0.06 %
Electronic Arts Inc 1,180238.8K $0.06 %
WW Grainger Inc 205238.1K $0.06 %
Zoetis Inc 2,069237.9K $0.06 %
Autodesk Inc 999236.8K $0.06 %
Sumitomo Mitsui Financial Group Inc 6,700236.3K $0.06 %
Tokyo Electron Ltd 800235.5K $0.06 %
Xcel Energy Inc 2,822234.1K $0.06 %
Unilever PLC 4,012233.6K $0.06 %
British American Tobacco PLC 3,970233.5K $0.06 %
Microchip Technology Inc 2,509233.1K $0.06 %
SoftBank Group Corp 6,800232.1K $0.06 %
Banco Bilbao Vizcaya Argentaria SA 10,465231K $0.06 %
NU Holdings Ltd/Cayman Islands 15,951231K $0.06 %
BP PLC 29,085229.9K $0.06 %
Air Liquide SA 1,067229.4K $0.06 %
Edwards Lifesciences Corp 2,699225.4K $0.06 %
Sony Group Corp 11,200224.2K $0.06 %
Public Storage 741224.1K $0.06 %
Airbus SE 1,079222.3K $0.06 %
Anglogold Ashanti Plc 2,363221.5K $0.06 %
Ford Motor Co 18,309221.2K $0.06 %
PayPal Holdings Inc 4,393220.3K $0.06 %
Rockwell Automation Inc 538220K $0.06 %
Fifth Third Bancorp 4,325219.5K $0.06 %
eBay Inc 2,117219.1K $0.06 %
Deutsche Telekom AG 6,772218.6K $0.06 %
Exelon Corp 4,740218K $0.06 %
Westinghouse Air Brake Technologies Corp 806217.5K $0.06 %
Cardinal Health, Inc. 1,119215.8K $0.06 %
Snowflake Inc 1,580215.6K $0.06 %
AIA Group Ltd 19,400213K $0.05 %
Yum! Brands Inc 1,325211.5K $0.05 %
Safran SA 654209.9K $0.05 %
Chipotle Mexican Grill Inc 6,171209.8K $0.05 %
IDEXX Laboratories Inc 373209.2K $0.05 %
MetLife Inc 2,608208.9K $0.05 %
Delta Air Lines Inc 3,057207.8K $0.05 %
Ameriprise Financial Inc 435206.5K $0.05 %
Rio Tinto PLC 2,049206.1K $0.05 %
Occidental Petroleum Corp 3,363203.7K $0.05 %
State Street Corp 1,326202.7K $0.05 %
CBRE Group Inc 1,414201.8K $0.05 %
MSCI Inc 340201.1K $0.05 %
Becton Dickinson & Co 1,341199.9K $0.05 %
Republic Services Inc 949198.5K $0.05 %
Mizuho Financial Group Inc 4,600197.6K $0.05 %
UniCredit SpA 2,546196.7K $0.05 %
Coinbase Global Inc 1,045196.2K $0.05 %
GSK PLC 7,474195.7K $0.05 %
Nasdaq Inc 2,121194.9K $0.05 %
Garmin Ltd 775194.6K $0.05 %
BNP Paribas SA 1,848194K $0.05 %
Public Service Enterprise Group Inc 2,374193.9K $0.05 %
Datadog Inc 1,462193.3K $0.05 %