AIM

Atlantic Investment Management Portfolio holdings

AUM $196M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
-12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.44M
3
+$4.54M
4
WCC icon
WESCO International
WCC
+$2.95M
5
TEX icon
Terex
TEX
+$258K

Top Sells

1
+$19.1M
2
+$8.11M
3
+$7.17M
4
WFRD icon
Weatherford International
WFRD
+$346K

Sector Composition

1 Industrials 43.36%
2 Energy 23.48%
3 Materials 22.29%
4 Consumer Discretionary 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.8M 16.16%
367,257
+2,000
2
$34.3M 15.07%
200,400
+17,200
3
$33.9M 14.88%
293,701
-3,000
4
$30.5M 13.4%
473,838
+4,000
5
$20.4M 8.94%
445,882
-157,000
6
$19.6M 8.6%
1,640,000
+855,000
7
$19.3M 8.48%
1,407,000
+331,000
8
$13.6M 5.95%
155,049
-218,500
9
$8.76M 3.85%
90,012
-83,300
10
$5.44M 2.39%
+120,000
11
$5.21M 2.29%
200,000