We are live on ! Find out more
ACM

Ailanthus Capital Management Portfolio holdings

AUM $121M
1-Year Est. Return 2.54%
This Fund
S&P 500
This Quarter Est. Return
+6.17%
1 Year Est. Return
+2.54%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$121M
AUM Growth
-$40.2M
Cap. Flow
-$45.1M
Cap. Flow %
-37.16%
Top 10 Hldgs %
78.51%
Holding
29
New
13
Increased
2
Reduced
2
Closed
10

Top Buys

1
EGHT icon
8x8 Inc
EGHT
+$14M
2
SHEN icon
Shenandoah Telecom
SHEN
+$8.83M
3
PARA
Paramount Global Class B
PARA
+$7.47M
4
CNK icon
Cinemark Holdings
CNK
+$7.19M
5
TMUS icon
T-Mobile US
TMUS
+$5.27M

Top Sells

1
STMP
Stamps.com, Inc.
STMP
+$21.2M
2
TWOU
2U Inc
TWOU
+$19.8M
3
VG
Vonage Holdings Corporation
VG
+$15.6M
4
WUBA
58.com Inc
WUBA
+$13M
5
LAUR icon
Laureate Education
LAUR
+$11.5M

Sector Composition

1 Communication Services 33.51%
2 Technology 26.44%
3 Consumer Staples 10.4%
4 Consumer Discretionary 7.98%
5 Real Estate 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WUBA
26
DELISTED
58.com Inc
WUBA
– –
-198,000
Closed -$13M
CBB
27
DELISTED
Cincinnati Bell Inc.
CBB
– –
-85,000
Closed -$811K
STMP
28
DELISTED
Stamps.com, Inc.
STMP
– –
-261,000
Closed -$21.2M
VG
29
DELISTED
Vonage Holdings Corporation
VG
– –
-1,557,000
Closed -$15.6M
1
2

Similar funds

NC
Nexthera Capital New York $120M AUM 10.01% 1-Year Est. Return
KAM
Kavi Asset Management New York $117M AUM 7.54% 1-Year Est. Return
PFC
Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return
VCP
Vernier Capital Partners New York $108M AUM 20.75% 1-Year Est. Return
FCA
Florence Capital Advisors New York $105M AUM
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
BCM
BBT Capital Management Fort Worth, Texas $85.5M AUM 11.09% 1-Year Est. Return