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
$1.37B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,950
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$26.8M
3
+$26.3M
4
AAPL icon
Apple
AAPL
+$22.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$19.6M

Top Sells

1
+$12.7M
2
+$12.5M
3
+$12.4M
4
V icon
Visa
V
+$11.5M
5
AMD icon
Advanced Micro Devices
AMD
+$10.6M

Sector Composition

1 Healthcare 18.05%
2 Technology 17.47%
3 Financials 12.87%
4 Consumer Discretionary 12.79%
5 Industrials 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-27,500
1927
– –
-1,700
1928
– –
-9,900
1929
– –
-6,100
1930
– –
-1,300
1931
– –
-500
1932
– –
-22,500
1933
– –
-290
1934
– –
-21,000
1935
– –
-7,300
1936
– –
-16,000
1937
– –
-25,800
1938
– –
-104,900
1939
– –
-120,700
1940
– –
-1,900
1941
– –
-7,200
1942
– –
-49,400
1943
– –
-21,600
1944
– –
-3,400
1945
– –
-17,800
1946
– –
-10,500
1947
– –
-600
1948
– –
-4,200
1949
– –
-2,100
1950
– –
-9,500
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