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ACB

Aristotle Capital Boston Portfolio holdings

AUM $1.61B
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
+3.94%
1 Year Est. Return
+19.82%
3 Year Est. Return
+51.6%
5 Year Est. Return
+74.11%
10 Year Est. Return
+400.29%
AUM
$1.61B
AUM Growth
-$211M
Cap. Flow
-$241M
Cap. Flow %
-14.96%
Top 10 Hldgs %
21.66%
Holding
126
New
1
Increased
13
Reduced
108
Closed
4

Top Buys

1
PWP icon
Perella Weinberg Partners
PWP
+$14.7M
2
NVST icon
Envista
NVST
+$8.43M
3
WWW icon
Wolverine World Wide
WWW
+$3.29M
4
CWST icon
Casella Waste Systems
CWST
+$2.29M
5
CRL icon
Charles River Laboratories
CRL
+$2.08M

Top Sells

1
DY icon
Dycom Industries
DY
+$33.6M
2
MTSI icon
MACOM Technology Solutions
MTSI
+$11.2M
3
CIEN icon
Ciena
CIEN
+$10.8M
4
AEIS icon
Advanced Energy
AEIS
+$10.6M
5
AGI icon
Alamos Gold
AGI
+$9.14M

Sector Composition

1 Industrials 19.81%
2 Financials 18.79%
3 Technology 18.71%
4 Healthcare 14.1%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TITN icon
126
Titan Machinery
TITN
$443M
– –
-151,573
Closed -$2.28M
2 3 4 5
6

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