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
$3.92B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,713
New
Increased
Reduced
Closed

Top Buys

1
+$77.9M
2
+$76.6M
3
+$67M
4
MNST icon
Monster Beverage
MNST
+$55.3M
5
XOM icon
Exxon Mobil
XOM
+$54.5M

Top Sells

1
+$42.2M
2
+$42.1M
3
+$33.2M
4
ABBV icon
AbbVie
ABBV
+$32.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.1M

Sector Composition

1 Consumer Discretionary 20.46%
2 Technology 17.65%
3 Consumer Staples 14.02%
4 Healthcare 12.49%
5 Financials 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$525K 0.01%
+6,800
627
$525K 0.01%
+2,700
628
$523K 0.01%
4,400
-8,700
629
$523K 0.01%
+82,700
630
$523K 0.01%
+36,800
631
$517K 0.01%
+14,600
632
$516K 0.01%
6,200
+5,200
633
$515K 0.01%
+14,000
634
$514K 0.01%
29,200
+15,200
635
$508K 0.01%
+4,300
636
$507K 0.01%
+19,000
637
$502K 0.01%
17,000
+15,000
638
$501K 0.01%
+2,600
639
$497K 0.01%
+29,600
640
$495K 0.01%
43,600
+36,800
641
$492K 0.01%
+9,300
642
$489K 0.01%
8,000
+3,700
643
$484K 0.01%
2,000
+1,000
644
$482K 0.01%
16,700
+13,800
645
$481K 0.01%
7,100
-3,300
646
$480K 0.01%
12,100
+4,800
647
$479K 0.01%
+10,900
648
$478K 0.01%
+24,500
649
$478K 0.01%
24,100
-2,100
650
$477K 0.01%
+31,300
24 25
26
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