Account Management LLC

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Assets, Funds, Holdings

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Account Management LLC
CRD #110303
SEC #801-3548
CIK #
AUM $135.9 MM (100% Disc, 99% US)
Employees2 (50% Investors, 0% Brokers)
Phone617-236-4200
Address333 Washington Street
Boston, MA 02108
Links IAPDexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
EPD 61,720.0 10,526.7
DHI 15,350.0 10,471.9
BX 40,080.0 7,519.3
CACC 8,340.0 6,875.6
PANW 22,580.0 4,527.9
INTU 64,910.0 4,112.4
CAE 5,620.0 3,651.7
MXIM 14,590.0 3,483.4
ORLY 28,710.0 3,375.7
DXJ 2,206.0
View All
Holdings by Sector ($BB)
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