ACM

Ativo Capital Management Portfolio holdings

AUM $112M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.7M
AUM Growth
-$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$1.73M
3 +$1.16M
4
BMO icon
Bank of Montreal
BMO
+$1.12M
5
TECK icon
Teck Resources
TECK
+$1.11M

Top Sells

1 +$3.06M
2 +$2.97M
3 +$2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.81M
5
UNH icon
UnitedHealth
UNH
+$1.65M

Sector Composition

1 Technology 24.26%
2 Materials 12.34%
3 Consumer Discretionary 10.33%
4 Healthcare 7.51%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-23,356
102
-5,085
103
-7,935
104
-3,215
105
-5,626
106
-4,895
107
-43,888
108
-39,093