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.

RankCountryLinesValueShare
1US970308.6M $88.19 %
2JP1779.2M $2.62 %
3GB756.3M $1.80 %
4FR503.8M $1.09 %
5CH413.7M $1.05 %
6DE473.5M $0.99 %
7AU462.6M $0.75 %
8NL312.3M $0.66 %
9ES201.4M $0.41 %
10IT241.3M $0.38 %
11SE411.3M $0.37 %
12IE10876.7K $0.25 %

Positions

RankCompanySharesValueWeight
101Crowdstrike Holdings Inc 1,164518.9K $0.13 %
102Accenture PLC 2,897517.7K $0.13 %
103Trane Technologies PLC 1,049516.7K $0.13 %
104Novartis AG 3,474513K $0.13 %
105Stryker Corp 1,621510.8K $0.13 %
106Vertex Pharmaceuticals Inc 1,195510.7K $0.13 %
107Quanta Services Inc 693504.3K $0.13 %
108Lockheed Martin Corp 971502.9K $0.13 %
109Southern Co/The 5,187501.6K $0.13 %
110AppLovin Corp 1,122500.8K $0.13 %
111Intuit Inc 1,285499.2K $0.13 %
112Equinix Inc 460498.1K $0.13 %
113CVS Health Corp 5,894490.9K $0.13 %
114Medtronic PLC 6,037488.8K $0.13 %
115CME Group Inc 1,693487.3K $0.12 %
116Nestle SA 4,734478.8K $0.12 %
117Adobe Inc 1,929474.7K $0.12 %
118McKesson Corp 582474.4K $0.12 %
119Duke Energy Corp 3,661474.3K $0.12 %
120Shell PLC 10,413472.8K $0.12 %
121Comcast Corp 17,011460K $0.12 %
122Constellation Energy Corp. 1,468459.5K $0.12 %
123Howmet Aerospace Inc 1,887458.6K $0.12 %
124Spotify Technology SA 1,001447K $0.11 %
125T-Mobile US Inc 2,267443.2K $0.11 %
126Blackstone Inc 3,490438.3K $0.11 %
127Williams Cos Inc/The 5,729437.2K $0.11 %
128Bank of New York Mellon Corp/The 3,240435.4K $0.11 %
129Cummins Inc 648434.8K $0.11 %
130ServiceNow Inc 4,914434K $0.11 %
131Synopsys Inc 898433.4K $0.11 %
132Intercontinental Exchange Inc 2,684424.3K $0.11 %
133Cadence Design Systems Inc 1,284423.2K $0.11 %
134Johnson Controls International plc 2,879420.4K $0.11 %
135US Bancorp 7,347416.3K $0.11 %
136Siemens AG 1,397414.9K $0.11 %
137General Dynamics Corp 1,188409K $0.10 %
138PNC Financial Services Group Inc/The 1,832408.5K $0.10 %
139FedEx Corp 1,008406.5K $0.10 %
140Waste Management Inc 1,740404.6K $0.10 %
141American Tower Corp 2,200402K $0.10 %
142Automatic Data Processing Inc 1,896401.8K $0.10 %
143SLB Ltd 7,055401.3K $0.10 %
144CSX Corp 8,830401.1K $0.10 %
145Boston Scientific Corp 6,945400.1K $0.10 %
146Elevance Health Inc 1,046393.7K $0.10 %
147O'Reilly Automotive Inc 3,961393.7K $0.10 %
148Freeport-McMoRan Inc 6,728388.7K $0.10 %
149Commonwealth Bank of Australia 3,076386.9K $0.10 %
150Marsh & McLennan Cos Inc 2,285383.2K $0.10 %
151Marriott International Inc/MD 1,043377.2K $0.10 %
152United Parcel Service Inc 3,451375.5K $0.10 %
153Mondelez International Inc 6,091374.2K $0.10 %
154CRH PLC 3,154373.5K $0.10 %
155Emerson Electric Co. 2,650372.2K $0.10 %
156Mitsubishi UFJ Financial Group Inc 20,600369.7K $0.09 %
157BHP Group Ltd 9,339369.1K $0.09 %
1583M Co 2,507367.3K $0.09 %
159Northrop Grumman Corp 629364.5K $0.09 %
160EOG Resources Inc 2,569361.1K $0.09 %
161Valero Energy Corp 1,429360.9K $0.09 %
162Cigna Group/The 1,238359.7K $0.09 %
163Monolithic Power Systems Inc 218351.9K $0.09 %
164Illinois Tool Works Inc 1,362351.4K $0.09 %
165Marathon Petroleum Corp 1,413350.8K $0.09 %
166Ciena Corp 663349.8K $0.09 %
167Sherwin-Williams Co/The 1,085348.9K $0.09 %
168Hilton Worldwide Holdings Inc 1,072347.4K $0.09 %
169American Electric Power Co Inc 2,515344.8K $0.09 %
170Motorola Solutions Inc 783343.8K $0.09 %
171Ross Stores Inc 1,498341.2K $0.09 %
172TotalEnergies SE 3,654339.6K $0.09 %
173Phillips 66 1,893339.1K $0.09 %
174Moody's Corp 731337.6K $0.09 %
175Regeneron Pharmaceuticals, Inc. 477337.3K $0.09 %
176Norfolk Southern Corp 1,062335.4K $0.09 %
177Toyota Motor Corp. 17,400333.7K $0.09 %
178KKR & Co Inc 3,187332.5K $0.09 %
179HCA Healthcare Inc 762331.1K $0.08 %
180Banco Santander SA 27,036329.7K $0.08 %
181General Motors Co 4,249326.7K $0.08 %
182Digital Realty Trust Inc 1,617324.9K $0.08 %
183Baker Hughes Co 4,660324.7K $0.08 %
184Colgate-Palmolive Co 3,778322.5K $0.08 %
185SAP SE 1,920322.2K $0.08 %
186Schneider Electric SE 1,009320.9K $0.08 %
187Allianz SE 701320K $0.08 %
188Royal Caribbean Cruises Ltd 1,191314.1K $0.08 %
189Air Products and Chemicals Inc 1,044313.3K $0.08 %
190Travelers Cos Inc/The 1,020311.2K $0.08 %
191Simon Property Group Inc 1,522310K $0.08 %
192Aon PLC 987307.6K $0.08 %
193Dell Technologies Inc 1,467306.5K $0.08 %
194Truist Financial Corp 5,934305.6K $0.08 %
195Ecolab Inc 1,172305.4K $0.08 %
196Siemens Energy AG 1,426302K $0.08 %
197Cloudflare Inc 1,473301.9K $0.08 %
198TransDigm Group Inc 260301.6K $0.08 %
199Kinder Morgan, Inc. 9,134300.2K $0.08 %
200Comfort Systems USA Inc 163300K $0.08 %