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AIM

Atlantic Investment Management Portfolio holdings

AUM $172M
1-Year Est. Return 39.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.2M
3
+$9.11M
4
PVH icon
PVH
PVH
+$8.4M
5
XRAY icon
Dentsply Sirona
XRAY
+$7.61M

Top Sells

1
+$33.1M
2
+$21.8M
3
+$12.5M
4
OSK icon
Oshkosh
OSK
+$2.85M
5
WFRD icon
Weatherford International
WFRD
+$1.67M

Sector Composition

1 Industrials 36.52%
2 Consumer Discretionary 33.83%
3 Consumer Staples 13.09%
4 Energy 12.44%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEX icon
1
Kirby Corp
KEX
$7.63B
$34.2M 19.89%
257,000
+34,000
DCH
2
Dauch Corp
DCH
$1.56B
$22.8M 13.27%
3,840,000
+1,957,000
APTV icon
3
Aptiv
APTV
$14B
$22.4M 13.06%
322,971
+47,000
WFRD icon
4
Weatherford International
WFRD
$7.08B
$20.1M 11.69%
212,223
-17,765
OSK icon
5
Oshkosh
OSK
$8.61B
$20.1M 11.69%
136,300
-18,300
NOMD icon
6
Nomad Foods
NOMD
$1.43B
$12.8M 7.46%
1,332,772
+794,000
DOLE icon
7
Dole
DOLE
$1.36B
$9.66M 5.63%
+675,948
PVH icon
8
PVH
PVH
$3.82B
$8.93M 5.2%
+128,000
ABM icon
9
ABM Industries
ABM
$2.59B
$8.47M 4.94%
220,000
+20,000
XRAY icon
10
Dentsply Sirona
XRAY
$2.12B
$7.08M 4.12%
+610,000
MHK icon
11
Mohawk Industries
MHK
$6.85B
$3.94M 2.29%
+40,000
NESR
12
National Energy Services Reunited Corp
NESR
$2.56B
$1.29M 0.75%
+60,000
ASH icon
13
Ashland
ASH
$2.97B
– –
-212,977
AXTA icon
14
Axalta
AXTA
$7.19B
– –
-1,024,000
FLS icon
15
Flowserve
FLS
$10.4B
– –
-314,000