ACM

Argyle Capital Management Portfolio holdings

AUM $276M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$310K
3
+$295K
4
RPM icon
RPM International
RPM
+$204K
5
SIGI icon
Selective Insurance
SIGI
+$200K

Top Sells

1
+$2.03M
2
+$1.03M
3
+$232K
4
HSBC icon
HSBC
HSBC
+$207K
5
KMB icon
Kimberly-Clark
KMB
+$188K

Sector Composition

1 Healthcare 20.27%
2 Industrials 15.08%
3 Technology 15.03%
4 Energy 8.19%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$877K 0.4%
31,950
+800
77
$837K 0.38%
6,280
-91
78
$829K 0.38%
12,921
79
$755K 0.34%
14,598
-450
80
$754K 0.34%
13,200
81
$717K 0.33%
58,175
+8,700
82
$672K 0.31%
10,360
83
$660K 0.3%
14,000
-1,000
84
$646K 0.29%
14,222
85
$639K 0.29%
19,200
+9,323
86
$564K 0.26%
61,700
87
$543K 0.25%
14,890
88
$535K 0.24%
12,798
89
$512K 0.23%
5,000
90
$509K 0.23%
4,584
91
$508K 0.23%
22,600
92
$490K 0.22%
14,000
93
$488K 0.22%
10,063
94
$458K 0.21%
9,200
95
$451K 0.21%
43,650
96
$387K 0.18%
12,270
97
$382K 0.17%
4,260
98
$361K 0.16%
4,333
99
$353K 0.16%
3,600
100
$345K 0.16%
6,000
1 2 3
4
5