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
$185M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.46M
2 +$5.25M
3 +$4.82M
4
ETN icon
Eaton
ETN
+$892K
5
LFUS icon
Littelfuse
LFUS
+$717K

Top Sells

1 +$6M
2 +$4.7M
3 +$3.91M
4
NKE icon
Nike
NKE
+$2.83M
5
CL icon
Colgate-Palmolive
CL
+$2.54M

Sector Composition

1 Technology 27.94%
2 Healthcare 18.7%
3 Financials 14.73%
4 Consumer Discretionary 13.34%
5 Consumer Staples 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-31,913