ACM
Argent Capital Management Portfolio holdings
AUM
$3.66B
1-Year Est. Return
19.34%
1 Year Est. Return
+19.34%
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 | |
|---|---|---|---|---|---|---|
151
Lockheed Martin
LMT
$103B
| $230K | 0.01% |
460
|
|
||
152
Blackrock
BLK
$161B
| $224K | 0.01% |
192
-95
|
|
||
153
Loar Holdings
LOAR
$6.4B
| $224K | 0.01% |
+2,795
|
|
||
154
Cardinal Health
CAH
$50.1B
| $212K | 0.01% |
1,351
|
|
||
155
Philip Morris
PM
$243B
| $201K | 0.01% |
1,240
|
|
||
156
Accenture
ACN
$159B
| – | – |
-80,360
|
|
||
|
157
Align Technology
ALGN
$10.6B
| – | – |
-113,417
|
|
||
158
Alarm.com
ALRM
$2.58B
| – | – |
-7,212
|
|
||
159
CBIZ
CBZ
$2.62B
| – | – |
-89,666
|
|
||
160
Churchill Downs
CHDN
$7.6B
| – | – |
-21,299
|
|
||
161
America's Car Mart
CRMT
$180M
| – | – |
-10,965
|
|
||
162
Gartner
IT
$16.8B
| – | – |
-10,884
|
|
||
163
Molina Healthcare
MOH
$7.54B
| – | – |
-733
|
|
||
164
Onto Innovation
ONTO
$7.15B
| – | – |
-5,789
|
|
||
165
Post Holdings
POST
$5.26B
| – | – |
-2,238
|
|
||
166
Service Corp International
SCI
$11.1B
| – | – |
-47,294
|
|
||
167
Select Medical
SEM
$1.9B
| – | – |
-56,645
|
|
||
168
SPDR S&P 500 ETF Trust
SPY
$697B
| – | – |
-435
|
|
||
169
TFI International
TFII
$7.35B
| – | – |
-142,864
|
|
||
170
Tetra Tech
TTEK
$9.02B
| – | – |
-62,521
|
|
||
171
UFP Industries
UFPI
$5.43B
| – | – |
-12,648
|
|