ACM
Argent Capital Management Portfolio holdings
AUM
$3.5B
This Quarter Return
+8.59%
1 Year Return
+19.59%
3 Year Return
+97.86%
5 Year Return
+190.95%
10 Year Return
+557.85%
AUM
$2.59B
AUM Growth
+$2.59B
(+3.4%)
Cap. Flow
-$75.8M
Cap. Flow
% of AUM
-2.93%
Top 10 Holdings %
Top 10 Hldgs %
31.82%
Holding
224
New
24
Increased
92
Reduced
71
Closed
23
Top Buys
| 1 |
Teradyne
TER
|
$47.4M |
| 2 |
Biogen
BIIB
|
$41.2M |
| 3 |
Expedia Group
EXPE
|
$33.6M |
| 4 |
Restaurant Brands International
QSR
|
$33.2M |
| 5 |
VMW
VMware, Inc
VMW
|
$26.9M |
Top Sells
| 1 |
Conagra Brands
CAG
|
$63.9M |
| 2 |
Lowe's Companies
LOW
|
$50.8M |
| 3 |
Fastenal
FAST
|
$40.2M |
| 4 |
NetApp
NTAP
|
$36.1M |
| 5 |
CommScope
COMM
|
$34.1M |
Sector Composition
| 1 | Technology | 21.64% |
| 2 | Financials | 18.37% |
| 3 | Healthcare | 16.22% |
| 4 | Communication Services | 12.07% |
| 5 | Industrials | 9.47% |
