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ACM
Arvin Capital Management Portfolio holdings
AUM
$428M
1-Year Est. Return
24.75%
This Fund
S&P 500
This Quarter
Est. Return
+15.29%
1 Year Est. Return
+24.75%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$350M
AUM Growth
+$78.3M
(+29%)
Cap. Flow
+$32.1M
Cap. Flow
% of AUM
9.15%
Top 10 Holdings %
Top 10 Hldgs %
65.86%
Holding
47
New
11
Increased
6
Reduced
6
Closed
10
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
+$21.7M |
| 2 |
Danaher
DHR
|
+$16.5M |
| 3 |
Pinterest
PINS
|
+$14.9M |
| 4 |
Avantor
AVTR
|
+$13.5M |
| 5 |
GXO Logistics
GXO
|
+$12.1M |
Top Sells
| 1 |
JD.com
JD
|
+$17.1M |
| 2 |
Carpenter Technology
CRS
|
+$13.8M |
| 3 |
Tower Semiconductor
TSEM
|
+$12.4M |
| 4 |
Adobe
ADBE
|
+$12.2M |
| 5 |
EPAM Systems
EPAM
|
+$11.8M |
Sector Composition
| 1 | Industrials | 31.83% |
| 2 | Healthcare | 27.92% |
| 3 | Technology | 14.14% |
| 4 | Utilities | 12.04% |
| 5 | Consumer Discretionary | 8.04% |
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