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AMG FUNDS III

CIK: 0000720309 Equity
Report date: 2026-06-01
AUM $322M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-01

Holdings

From latest SEC N-PORT filing · US-listed stocks only

58 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 VZ Verizon Communications Inc. Since 2026-07-07 92343VGW8 Debt
0.48%
$1.54 1,625,000
2 STWD Starwood Property Trust, Inc. Since 2026-07-07 85571BAY1 Debt
0.55%
$1.77 1,775,000
3 TWLO Twilio Inc Since 2026-07-07 90138FAD4 Debt
0.63%
$2.04 2,194,000
4 AVGO Broadcom Inc Since 2026-07-07 11135FCV1 Debt
0.42%
$1.36 1,700,000
5 TWLO Twilio Inc Since 2026-07-07 90138FAC6 Debt
0.18%
$0.57 600,000
6 LVS Las Vegas Sands Corp Since 2026-07-07 517834AL1 Debt
0.44%
$1.41 1,375,000
7 MU Micron Technology Inc. Since 2026-07-07 595112BZ5 Debt
0.46%
$1.50 1,400,000
8 D Dominion Energy Inc Since 2026-07-07 25746UDU0 Debt
0.72%
$2.31 2,189,000
9 KEY KeyCorp Since 2026-07-07 49326EEG4 Debt
0.34%
$1.09 1,095,000
10 H Hyatt Hotels Corporation Since 2026-07-07 448579AV4 Debt
0.63%
$2.03 1,975,000
11 WMT Walmart Inc Since 2026-07-07 931142EC3 Debt
0.25%
$0.82 1,000,000
12 HBAN Huntington Bancshares Incorporated Since 2026-07-07 446150BB9 Debt
0.34%
$1.08 1,080,000
13 RRX Regal Rexnord Corporation Since 2026-07-07 758750AN3 Debt
0.54%
$1.75 1,670,000
14 KBH KB Home Since 2026-07-07 48666KAY5 Debt
0.37%
$1.19 1,222,000
15 AN AUTONATION INC Since 2026-07-07 05329RAA1 Debt
0.46%
$1.49 1,600,000
16 F Ford Motor Company Since 2026-07-07 345370DB3 Debt
0.59%
$1.92 1,900,000
17 PAG Penske Automotive Group, Inc. Since 2026-07-07 70959WAK9 Debt
0.44%
$1.43 1,500,000
18 PHM PULTEGROUP INC Since 2026-07-07 745867AT8 Debt
0.66%
$2.14 2,050,000
19 OC Owens Corning Since 2026-07-07 690742AB7 Debt
0.62%
$2.01 1,800,000
20 AVNT Avient Corporation Since 2026-07-07 05368VAB2 Debt
0.49%
$1.59 1,575,000
21 RCL Royal Caribbean Cruises Ltd. Since 2026-07-07 78017TAB9 Debt
0.53%
$1.70 1,725,000
22 AMGN Amgen Inc. Since 2026-07-07 031162DS6 Debt
0.42%
$1.36 1,385,000
23 MAT Mattel, Inc. Since 2026-07-07 577081AU6 Debt
0.28%
$0.89 911,000
24 MWA Mueller Water Products, Inc. Since 2026-07-07 624758AF5 Debt
0.61%
$1.98 2,050,000
25 T AT&T Inc Since 2026-07-07 00206RBH4 Debt
0.51%
$1.65 1,985,000
26 BWXT BWX Technologies Inc. Since 2026-07-07 05605HAB6 Debt
0.37%
$1.18 1,210,000
27 MTB M&T Bank Corporation Since 2026-07-07 55261FAS3 Debt
0.61%
$1.96 1,837,000
28 MHO M/I Homes Inc. Since 2026-07-07 55305BAV3 Debt
0.10%
$0.31 335,000
29 BBWI Bath & Body Works Inc Since 2026-07-07 501797AL8 Debt
0.29%
$0.93 940,000
30 SCHW The Charles Schwab Corporation Since 2026-07-07 808513CB9 Debt
0.54%
$1.75 1,773,000
31 MAT Mattel, Inc. Since 2026-07-07 577081BF8 Debt
0.32%
$1.04 1,075,000
32 HRI Herc Holdings Inc Since 2026-07-07 42704LAF1 Debt
0.64%
$2.05 2,000,000
33 C Citigroup Inc. Since 2026-07-07 172967KM2 Debt
0.26%
$0.82 825,000
34 MEOH Methanex Corporation Since 2026-07-07 59151KAM0 Debt
0.37%
$1.20 1,205,000
35 HBAN Huntington Bancshares Incorporated Since 2026-07-07 446150AT1 Debt
0.31%
$0.98 975,000
36 ALLY Ally Financial Inc. Since 2026-07-07 02005NBW9 Debt
0.65%
$2.11 2,093,000
37 SON Sonoco Products Company Since 2026-07-07 835495AP7 Debt
0.51%
$1.63 1,822,000
38 MSCI MSCI Inc. Since 2026-07-07 55354GAQ3 Debt
0.54%
$1.75 2,015,000
39 KD Kyndryl Holdings Inc Since 2026-07-07 50155QAL4 Debt
0.61%
$1.98 2,375,000
40 CMCSA Comcast Corporation Since 2026-07-07 20030NEC1 Debt
0.27%
$0.86 867,000
41 MGM MGM Resorts International Since 2026-07-07 552953CK5 Debt
0.31%
$1.01 1,000,000
42 TFX Teleflex Incorporated Since 2026-07-07 879369AG1 Debt
0.62%
$1.99 2,045,000
43 C Citigroup Inc. Since 2026-07-07 172967PE5 Debt
0.41%
$1.32 1,278,000
44 JPM JPMorgan Chase & Co. Since 2026-07-07 46647PCD6 Debt
0.63%
$2.04 2,710,000
45 HBAN Huntington Bancshares Incorporated Since 2026-07-07 446150BD5 Debt
0.16%
$0.51 500,000
46 NWL Newell Brands Inc. Since 2026-07-07 651229BF2 Debt
0.25%
$0.82 850,000
47 MHO M/I Homes Inc. Since 2026-07-07 55305BAS0 Debt
0.15%
$0.49 500,000
48 UAL United Airlines Holdings Inc Since 2026-07-07 910047AL3 Debt
0.53%
$1.71 1,750,000
49 VSNT Versant Media Group Inc. Since 2026-07-07 925283AA1 Debt
0.53%
$1.71 1,675,000
50 CLF Cleveland-Cliffs Inc Since 2026-07-07 185899AP6 Debt
0.60%
$1.94 2,000,000
51 CFG Citizens Financial Group Inc Since 2026-07-07 174610BH7 Debt
0.79%
$2.53 2,465,000
52 MET MetLife Inc. Since 2026-07-07 59156RBT4 Debt
0.36%
$1.17 1,175,000
53 COHR Coherent Corp Since 2026-07-07 902104AC2 Debt
0.61%
$1.96 2,000,000
54 CCL Carnival Corporation Since 2026-07-07 143658AH5 Debt
0.27%
$0.87 850,000
55 MAR Marriott International, Inc. Since 2026-07-07 571903BU6 Debt
0.42%
$1.35 1,360,000
56 MS Morgan Stanley Since 2026-07-07 6174468G7 Debt
0.48%
$1.54 1,548,000
57 YUM Yum! Brands Inc. Since 2026-07-07 988498AN1 Debt
0.32%
$1.02 1,110,000
58 MGA Magna International Inc Since 2026-07-07 559222BD5 Debt
0.56%
$1.81 1,752,000
Frequently Asked Questions — AMG FUNDS III
What type of mutual fund is AMG FUNDS III?
AMG FUNDS III is a SEC-registered Equity fund, with $322M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, AMG FUNDS III holds 58 portfolio positions, all detailed in the holdings table on this page.
What are AMG FUNDS III's assets under management (AUM)?
AMG FUNDS III has $322M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are AMG FUNDS III's top holdings?
According to AMG FUNDS III's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Verizon Communications Inc., Starwood Property Trust, Inc., Twilio Inc , among others. The complete list of all 58 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is AMG FUNDS III's expense ratio?
Expense ratio data for AMG FUNDS III is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find AMG FUNDS III's SEC filings?
AMG FUNDS III is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000720309. You can access all of AMG FUNDS III's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000720309). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is AMG FUNDS III's holdings data on StockSifting?
Holdings data for AMG FUNDS III on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.