ACM
Argyle Capital Management Portfolio holdings
AUM
$276M
This Quarter Return
+3.32%
1 Year Return
+15.04%
3 Year Return
+52.49%
5 Year Return
+120.01%
10 Year Return
+225.16%
AUM
$220M
AUM Growth
+$220M
(+1.3%)
Cap. Flow
-$1.93M
Cap. Flow
% of AUM
-0.88%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
118
New
4
Increased
19
Reduced
44
Closed
3
Top Buys
| 1 |
Weyerhaeuser
WY
|
$2.06M |
| 2 |
Truist Financial
TFC
|
$310K |
| 3 |
Northfield Bancorp
NFBK
|
$295K |
| 4 |
RPM International
RPM
|
$204K |
| 5 |
Selective Insurance
SIGI
|
$200K |
Top Sells
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$2.03M |
| 2 |
CB
CHUBB CORPORATION
CB
|
$1.03M |
| 3 |
Labcorp
LH
|
$232K |
| 4 |
HSBC
HSBC
|
$207K |
| 5 |
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% |
