ACM
Argent Capital Management Portfolio holdings
AUM
$3.53B
1-Year Est. Return
20%
1 Year Est. Return
+20%
AUM
$3.66B
AUM Growth
+$166M
(+4.8%)
Holding
171
Top Buys
| 1 | +$75.4M | |
| 2 | +$19.2M | |
| 3 | +$17M | |
| 4 |
Murphy USA
MUSA
|
+$16.8M |
| 5 |
Simpson Manufacturing
SSD
|
+$16M |
Top Sells
| 1 | +$56.8M | |
| 2 | +$25.5M | |
| 3 | +$24M | |
| 4 |
Align Technology
ALGN
|
+$21.5M |
| 5 |
Booz Allen Hamilton
BAH
|
+$17.6M |
Sector Composition
| 1 | Technology | 30.99% |
| 2 | Financials | 19.05% |
| 3 | Industrials | 14.44% |
| 4 | Consumer Discretionary | 13.68% |
| 5 | Healthcare | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Simpson Manufacturing
SSD
$7.79B
| $16M | 0.44% |
+95,402
|
|
||
52
UnitedHealth
UNH
$307B
| $15.5M | 0.42% |
44,862
+44,070
|
|
||
53
Thomson Reuters
TRI
$55.5B
| $15.3M | 0.42% |
98,789
-356
|
|
||
54
Emerson Electric
EMR
$83.2B
| $9.31M | 0.25% |
70,950
-735
|
|
||
55
Comfort Systems
FIX
$38.5B
| $8.18M | 0.22% |
9,917
+198
|
|
||
56
Victory Capital Holdings
VCTR
$4.36B
| $7.8M | 0.21% |
120,444
-865
|
|
||
57
Copart
CPRT
$39.9B
| $7.3M | 0.2% |
162,339
-1,262,984
|
|
||
58
Colliers International
CIGI
$7.51B
| $6.86M | 0.19% |
43,898
-1,310
|
|
||
59
FirstService
FSV
$7.46B
| $6.53M | 0.18% |
34,290
+496
|
|
||
60
LPL Financial
LPLA
$30.2B
| $6.4M | 0.17% |
19,251
+22
|
|
||
61
Descartes Systems
DSGX
$7.62B
| $5.57M | 0.15% |
59,083
+147
|
|
||
62
Addus HomeCare
ADUS
$2.03B
| $5.44M | 0.15% |
46,115
+111
|
|
||
|
SGI
63
Somnigroup International
SGI
$19.5B
| $5.16M | 0.14% |
61,178
-400
|
|
||
64
Hamilton Lane
HLNE
$6.76B
| $4.98M | 0.14% |
36,975
+467
|
|
||
65
Fabrinet
FN
$17.8B
| $4.93M | 0.13% |
+13,525
|
|
||
66
NRG Energy
NRG
$30.4B
| $4.92M | 0.13% |
+30,381
|
|
||
67
Cintas
CTAS
$78.8B
| $4.7M | 0.13% |
22,884
+25
|
|
||
68
TopBuild
BLD
$14.1B
| $4.55M | 0.12% |
11,631
+2
|
|
||
69
Axos Financial
AX
$5.31B
| $4.54M | 0.12% |
53,690
+14,415
|
|
||
70
Federal Signal
FSS
$7.11B
| $4.43M | 0.12% |
37,216
+18,286
|
|
||
71
Agilent Technologies
A
$41.1B
| $4.38M | 0.12% |
34,116
+1,185
|
|
||
72
Fair Isaac
FICO
$37.5B
| $4.28M | 0.12% |
2,863
-886
|
|
||
73
Ametek
AME
$49.5B
| $4.28M | 0.12% |
22,753
+211
|
|
||
74
Manhattan Associates
MANH
$10.6B
| $4.07M | 0.11% |
19,832
+1,205
|
|
||
75
Alphabet (Google) Class C
GOOG
$4.02T
| $3.95M | 0.11% |
16,215
-65
|
|