ACM

Argyle Capital Management Portfolio holdings

AUM $300M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$679K
3
+$305K
4
UPS icon
United Parcel Service
UPS
+$266K
5
MSI icon
Motorola Solutions
MSI
+$204K

Top Sells

1
+$969K
2
+$818K
3
+$353K
4
MSFT icon
Microsoft
MSFT
+$302K
5
JPM icon
JPMorgan Chase
JPM
+$234K

Sector Composition

1 Healthcare 19.39%
2 Technology 16.68%
3 Industrials 15.45%
4 Financials 10.08%
5 Energy 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,142
127
– –
-8,500
128
– –
-1,131
129
– –
-660
2 3 4 5
6