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
901
$44K ﹤0.01%
10,700
+9,100
902
$44K ﹤0.01%
+14,100
903
$44K ﹤0.01%
14,700
+11,700
904
$44K ﹤0.01%
+800
905
$44K ﹤0.01%
+6,300
906
$43K ﹤0.01%
2,550
+900
907
$43K ﹤0.01%
6,300
+3,700
908
$42K ﹤0.01%
+2,200
909
$41K ﹤0.01%
21,600
+19,500
910
$41K ﹤0.01%
700
+500
911
$40K ﹤0.01%
900
-100
912
$40K ﹤0.01%
2,600
+1,500
913
$40K ﹤0.01%
300
-200
914
$40K ﹤0.01%
1,480
-260
915
$40K ﹤0.01%
+3,500
916
$40K ﹤0.01%
6,200
917
$39K ﹤0.01%
+900
918
$39K ﹤0.01%
+14,300
919
$39K ﹤0.01%
+7,000
920
$39K ﹤0.01%
+5,300
921
$38K ﹤0.01%
+900
922
$38K ﹤0.01%
+1,900
923
$38K ﹤0.01%
4,000
+3,900
924
$37K ﹤0.01%
+300
925
$37K ﹤0.01%
+3,900
35 36
37
38 39