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
$2.4B
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$36.7M
3
+$33.1M
4
AMZN icon
Amazon
AMZN
+$29.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$29.1M

Top Sells

1
+$33.7M
2
+$28.1M
3
+$27.4M
4
DIS icon
Walt Disney
DIS
+$26.3M
5
KO icon
Coca-Cola
KO
+$22.6M

Sector Composition

1 Consumer Discretionary 22.98%
2 Healthcare 16.29%
3 Technology 16.09%
4 Industrials 12.02%
5 Consumer Staples 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$61K ﹤0.01%
2,000
-5,300
927
$60K ﹤0.01%
1,400
-7,300
928
$60K ﹤0.01%
3,000
+800
929
$60K ﹤0.01%
15,600
-7,500
930
$60K ﹤0.01%
7,100
+3,400
931
$58K ﹤0.01%
+1,100
932
$58K ﹤0.01%
+3,300
933
$58K ﹤0.01%
700
-400
934
$58K ﹤0.01%
5,200
-1,800
935
$58K ﹤0.01%
400
-600
936
$56K ﹤0.01%
1,900
-4,400
937
$55K ﹤0.01%
+5,400
938
$55K ﹤0.01%
+1,400
939
$54K ﹤0.01%
600
+100
940
$53K ﹤0.01%
+1,700
941
$53K ﹤0.01%
2,500
+1,900
942
$52K ﹤0.01%
300
-200
943
$52K ﹤0.01%
2,800
+1,800
944
$52K ﹤0.01%
+4,200
945
$50K ﹤0.01%
+1,500
946
$50K ﹤0.01%
2,300
+200
947
$50K ﹤0.01%
7,600
+5,300
948
$50K ﹤0.01%
4,700
+2,900
949
$49K ﹤0.01%
+500
950
$49K ﹤0.01%
3,300
-3,900
36 37
38
39 40