ACM
Argyle Capital Management Portfolio holdings
AUM
$276M
This Quarter Return
+1.65%
1 Year Return
+15.04%
3 Year Return
+52.49%
5 Year Return
+120.01%
10 Year Return
+225.16%
AUM
$264M
AUM Growth
+$264M
(+1.3%)
Cap. Flow
-$1.92M
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
23.31%
Holding
126
New
4
Increased
8
Reduced
28
Closed
2
Top Buys
| 1 |
Dow Inc
DOW
|
$2.79M |
| 2 |
PNC Financial Services
PNC
|
$2.22M |
| 3 |
Amcor
AMCR
|
$1.53M |
| 4 |
Corteva
CTVA
|
$995K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$701K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$4.95M |
| 2 |
BMS
Bemis
BMS
|
$1.45M |
| 3 |
Paychex
PAYX
|
$1.21M |
| 4 |
Hershey
HSY
|
$779K |
| 5 |
Waste Management
WM
|
$747K |
Sector Composition
| 1 | Healthcare | 20.17% |
| 2 | Technology | 17.35% |
| 3 | Industrials | 13.93% |
| 4 | Financials | 10.99% |
| 5 | Energy | 8.81% |