AIC

Atlantic Investment Company Portfolio holdings

AUM $34.3M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
-10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$209K
2 +$73.2K
3 +$22.5K
4
IBM icon
IBM
IBM
+$15.4K
5
MCK icon
McKesson
MCK
+$11.2K

Top Sells

1 +$367K
2 +$146K
3 +$37.6K
4
SURG
SYNERGETICS USA, INC.
SURG
+$15.8K
5
PFE icon
Pfizer
PFE
+$14.4K

Sector Composition

1 Energy 51.59%
2 Materials 9.37%
3 Healthcare 5.33%
4 Technology 3.51%
5 Consumer Staples 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$116K 0.1%
37,475
-5,100
52
-5,060