ACM
Argent Capital Management Portfolio holdings
AUM
$3.17B
1-Year Est. Return
23.15%
This Fund
S&P 500
1 Year Est. Return
+23.15%
AUM
$3.17B
AUM Growth
-$356M
(-10%)
Holding
178
Top Buys
| 1 | +$43.3M | |
| 2 | +$33.9M | |
| 3 | +$31.5M | |
| 4 |
Viatris
VTRS
|
+$30.2M |
| 5 |
Charles Schwab
SCHW
|
+$24.6M |
Top Sells
| 1 | +$80.5M | |
| 2 | +$77.5M | |
| 3 | +$74.3M | |
| 4 |
Blackstone
BX
|
+$68.1M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$29.8M |
Sector Composition
| 1 | Technology | 26.48% |
| 2 | Industrials | 15.59% |
| 3 | Financials | 14.15% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Healthcare | 10.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Builders FirstSource
BLDR
$8.2B
| – | – |
-29,649
|
|
||
177
Booz Allen Hamilton
BAH
$9.48B
| – | – |
-10,019
|
|
||
178
Adobe
ADBE
$105B
| – | – |
-770
|
|