AFCM
Applied Finance Capital Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
18.05%
1 Year Est. Return
+18.05%
AUM
$1.41B
AUM Growth
-$56.1M
(-3.8%)
Holding
331
Top Buys
| 1 | +$28.5M | |
| 2 | +$9.48M | |
| 3 | +$5.32M | |
| 4 |
Exxon Mobil
XOM
|
+$3.78M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$2.84M |
Top Sells
| 1 | +$20.7M | |
| 2 | +$12.1M | |
| 3 | +$11.8M | |
| 4 |
Celanese
CE
|
+$8.81M |
| 5 |
Quanta Services
PWR
|
+$8.6M |
Sector Composition
| 1 | Technology | 34.24% |
| 2 | Financials | 12.21% |
| 3 | Communication Services | 11.28% |
| 4 | Healthcare | 10.22% |
| 5 | Consumer Discretionary | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Webster Financial
WBS
$10.2B
| – | – |
-4,624
|
|
||
327
Wells Fargo
WFC
$294B
| – | – |
-34,207
|
|
||
328
Westlake Corp
WLK
$10.9B
| – | – |
-3,277
|
|
||
329
XP
XP
$8.94B
| – | – |
-13,264
|
|
||
330
Zions Bancorporation
ZION
$8.76B
| – | – |
-3,930
|
|
||
|
GAP
331
The Gap Inc
GAP
$10.2B
| – | – |
-10,347
|
|