ACM
Argent Capital Management Portfolio holdings
AUM
$3.5B
This Quarter Return
-7.24%
1 Year Return
+19.59%
3 Year Return
+97.86%
5 Year Return
+190.95%
10 Year Return
+557.85%
AUM
$2B
AUM Growth
+$2B
(-8.1%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
30.91%
Holding
188
New
16
Increased
87
Reduced
44
Closed
27
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$50.8M |
| 2 |
RHT
Red Hat Inc
RHT
|
$37.6M |
| 3 |
Ciena
CIEN
|
$34.2M |
| 4 |
C.H. Robinson
CHRW
|
$21.2M |
| 5 |
Conagra Brands
CAG
|
$14.7M |
Top Sells
| 1 |
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
|
$58.7M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$47.9M |
| 3 |
Electronic Arts
EA
|
$33.4M |
| 4 |
CHK
Chesapeake Energy Corporation
CHK
|
$15.8M |
| 5 |
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
|
$3.17M |
Sector Composition
| 1 | Communication Services | 16.54% |
| 2 | Financials | 15.57% |
| 3 | Healthcare | 14.98% |
| 4 | Consumer Staples | 13.92% |
| 5 | Technology | 12.42% |
