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 17.45%
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
– –
-4,300
1927
– –
-11,500
1928
– –
-130
1929
– –
-9,500
1930
– –
-8,200
1931
– –
-1,900
1932
– –
-25,200
1933
– –
-5,200
1934
– –
-100
1935
– –
-17,300
1936
– –
-14,200
1937
– –
-77,600
1938
– –
-30,200
1939
– –
-1,200
1940
– –
-91,400
1941
– –
-5,400
1942
– –
-1,200
1943
– –
-6,400
1944
– –
-4,200
1945
– –
-12,400
1946
– –
-200
1947
– –
-800
1948
– –
-2,200
1949
– –
-17,518
1950
– –
-29,100
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