ACM
Aquatic Capital Management Portfolio holdings
AUM
$4.95B
1-Year Return
14.13%
This Quarter Return
+4.72%
1 Year Return
+14.13%
3 Year Return
+25.42%
5 Year Return
–
10 Year Return
–
AUM
$1.37B
AUM Growth
+$344M
(+33%)
Cap. Flow
+$315M
Cap. Flow
% of AUM
23%
Top 10 Holdings %
Top 10 Hldgs %
14.6%
Holding
1,950
New
819
Increased
236
Reduced
237
Closed
655
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
+$27.1M |
| 2 |
McDonald's
MCD
|
+$26.8M |
| 3 |
ConocoPhillips
COP
|
+$26.3M |
| 4 |
Apple
AAPL
|
+$22.9M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$19.6M |
Top Sells
| 1 |
Booking.com
BKNG
|
+$12.7M |
| 2 |
Adobe
ADBE
|
+$12.5M |
| 3 |
S&P Global
SPGI
|
+$12.4M |
| 4 |
Visa
V
|
+$11.5M |
| 5 |
Advanced Micro Devices
AMD
|
+$10.6M |
Sector Composition
| 1 | Healthcare | 18.05% |
| 2 | Technology | 17.49% |
| 3 | Financials | 12.87% |
| 4 | Consumer Discretionary | 12.79% |
| 5 | Industrials | 11.82% |
