ACM

Ayrshire Capital Management Portfolio holdings

AUM $215M
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$577K
3 +$212K
4
ECL icon
Ecolab
ECL
+$196K
5
JNJ icon
Johnson & Johnson
JNJ
+$183K

Top Sells

1 +$2.23M
2 +$2.05M
3 +$639K
4
MKSI icon
MKS Inc
MKSI
+$568K
5
ES icon
Eversource Energy
ES
+$312K

Sector Composition

1 Technology 25.64%
2 Healthcare 23.38%
3 Financials 12.6%
4 Consumer Discretionary 12.19%
5 Consumer Staples 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,589