AFCM

Applied Finance Capital Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$8.36M
3 +$7.81M
4
MCHP icon
Microchip Technology
MCHP
+$7.67M
5
CMI icon
Cummins
CMI
+$7.21M

Top Sells

1 +$13.2M
2 +$4.6M
3 +$941K
4
URI icon
United Rentals
URI
+$877K
5
CE icon
Celanese
CE
+$854K

Sector Composition

1 Technology 27.5%
2 Healthcare 13.54%
3 Financials 12.42%
4 Consumer Discretionary 10.5%
5 Communication Services 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-27,859
77
-457,366