ACM

Ativo Capital Management Portfolio holdings

AUM $118M
1-Year Est. Return 19.31%
This Quarter Est. Return
1 Year Est. Return
+19.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.35M
3
+$2.23M
4
META icon
Meta Platforms (Facebook)
META
+$2.22M
5
FMS icon
Fresenius Medical Care
FMS
+$1.97M

Top Sells

1
+$9.58M
2
+$8.6M
3
+$8.5M
4
APTV icon
Aptiv
APTV
+$7.06M
5
TEL icon
TE Connectivity
TEL
+$5.78M

Sector Composition

1 Technology 25.48%
2 Financials 15.62%
3 Industrials 12.12%
4 Consumer Discretionary 11.11%
5 Healthcare 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
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