ACM
Argyle Capital Management Portfolio holdings
AUM
$276M
This Quarter Return
+1.87%
1 Year Return
+15.04%
3 Year Return
+52.49%
5 Year Return
+120.01%
10 Year Return
+225.16%
AUM
$265M
AUM Growth
+$265M
(+0.39%)
Cap. Flow
-$1.31M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
23.7%
Holding
126
New
2
Increased
19
Reduced
41
Closed
1
Top Buys
| 1 |
Fiserv
FI
|
$1.21M |
| 2 |
Dow Inc
DOW
|
$299K |
| 3 |
IBM
IBM
|
$233K |
| 4 |
RPM International
RPM
|
$220K |
| 5 |
Wells Fargo
WFC
|
$110K |
Top Sells
| 1 |
FDC
First Data Corporation
FDC
|
$1.04M |
| 2 |
VeriSign
VRSN
|
$901K |
| 3 |
Microsoft
MSFT
|
$361K |
| 4 |
Waste Management
WM
|
$196K |
| 5 |
Merck
MRK
|
$143K |
Sector Composition
| 1 | Healthcare | 20.14% |
| 2 | Technology | 16.91% |
| 3 | Industrials | 13.61% |
| 4 | Financials | 11.37% |
| 5 | Energy | 8.33% |