We are live on ! Find out more
ACP

Albar Capital Partners Portfolio holdings

AUM $618M
1-Year Est. Return 60.79%
This Fund
S&P 500
This Quarter Est. Return
+9.03%
1 Year Est. Return
+60.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$195M
Cap. Flow
+$171M
Cap. Flow %
27.69%
Top 10 Hldgs %
62.84%
Holding
53
New
22
Increased
7
Reduced
7
Closed
17

Top Buys

1
CARR icon
Carrier Global
CARR
+$45.1M
2
CMI icon
Cummins
CMI
+$43.2M
3
APD icon
Air Products & Chemicals
APD
+$38.7M
4
TSM icon
TSMC
TSM
+$25.7M
5
HUBB icon
Hubbell
HUBB
+$21.4M

Top Sells

1
LIN icon
Linde
LIN
+$35.3M
2
CAT icon
Caterpillar
CAT
+$25.6M
3
CTVA icon
Corteva
CTVA
+$23.2M
4
FCX icon
Freeport-McMoran
FCX
+$21.5M
5
PKG icon
Packaging Corp of America
PKG
+$21.1M

Sector Composition

1 Industrials 42.21%
2 Materials 25.57%
3 Technology 23.93%
4 Consumer Discretionary 7.93%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRMB icon
51
Trimble
TRMB
$12.3B
– –
-67,380
Closed -$5.28M
UAL icon
52
United Airlines
UAL
$38.8B
– –
-26,967
Closed -$3.02M
VC icon
53
Visteon
VC
$2.83B
– –
-19,586
Closed -$1.86M
1 2
3

Similar funds

WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
MC
McMorgan & Co San Francisco, California $618M AUM 8.76% 1-Year Est. Return
BWP
Burling Wealth Partners Chicago, Illinois $618M AUM 17.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $618M AUM 19.59% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
KFAS
Keating Financial Advisory Services Manhattan, Kansas $619M AUM