AAM
ACK Asset Management Portfolio holdings
AUM
$761M
1-Year Return
25.56%
This Quarter Return
+14.82%
1 Year Return
+25.56%
3 Year Return
+114.14%
5 Year Return
+277.39%
10 Year Return
+837.19%
AUM
$655M
AUM Growth
+$110M
(+20%)
Cap. Flow
+$35.4M
Cap. Flow
% of AUM
5.4%
Top 10 Holdings %
Top 10 Hldgs %
68.87%
Holding
28
New
3
Increased
8
Reduced
4
Closed
5
Top Buys
| 1 |
Neogen
NEOG
|
$29.4M |
| 2 |
Core & Main
CNM
|
$19.1M |
| 3 |
SmartRent
SMRT
|
$15.1M |
| 4 |
Zurn Elkay Water Solutions
ZWS
|
$9.53M |
| 5 |
Dycom Industries
DY
|
$6.56M |
Top Sells
| 1 |
Gentherm
THRM
|
$25.4M |
| 2 |
AIMC
Altra Industrial Motion Corp.
AIMC
|
$11.2M |
| 3 |
ATCX
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
|
$6.64M |
| 4 |
CTS Corp
CTS
|
$6.17M |
| 5 |
Titan Machinery
TITN
|
$4.63M |
Sector Composition
| 1 | Industrials | 60.62% |
| 2 | Technology | 16.29% |
| 3 | Materials | 8.51% |
| 4 | Healthcare | 6.52% |
| 5 | Consumer Discretionary | 3.77% |