ACM

Aquatic Capital Management Portfolio holdings

AUM $5.39B
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,698
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$12.3M
4
INTU icon
Intuit
INTU
+$12.2M
5
COST icon
Costco
COST
+$12M

Top Sells

1
+$6.19M
2
+$4.3M
3
+$3.61M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.14M
5
COP icon
ConocoPhillips
COP
+$2.58M

Sector Composition

1 Technology 16.02%
2 Healthcare 15.82%
3 Consumer Discretionary 13.89%
4 Financials 13.81%
5 Industrials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$182K 0.02%
6,400
-5,900
627
$181K 0.02%
2,200
+600
628
$180K 0.02%
+3,200
629
$180K 0.02%
2,100
-1,500
630
$179K 0.02%
+8,800
631
$178K 0.02%
+2,200
632
$178K 0.02%
+4,700
633
$178K 0.02%
+4,200
634
$177K 0.02%
+12,300
635
$176K 0.02%
+1,864
636
$176K 0.02%
+7,500
637
$176K 0.02%
6,100
+4,200
638
$175K 0.02%
3,500
+300
639
$175K 0.02%
7,100
+3,400
640
$174K 0.02%
10,200
+5,700
641
$173K 0.02%
12,200
+2,300
642
$171K 0.02%
19,100
+1,100
643
$171K 0.02%
+5,400
644
$170K 0.02%
+6,900
645
$170K 0.02%
2,100
-2,800
646
$169K 0.02%
2,100
+1,900
647
$169K 0.02%
+12,000
648
$168K 0.02%
1,500
-3,100
649
$168K 0.02%
6,900
+1,300
650
$168K 0.02%
+6,300
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