ACM
Ailanthus Capital Management Portfolio holdings
AUM
$121M
This Quarter Return
+3.86%
1 Year Return
+0.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(-25%)
Cap. Flow
-$43.3M
Cap. Flow
% of AUM
-35.72%
Top 10 Holdings %
Top 10 Hldgs %
78.51%
Holding
29
New
13
Increased
2
Reduced
2
Closed
10
Top Buys
| 1 |
8x8 Inc
EGHT
|
$14.5M |
| 2 |
Shenandoah Telecom
SHEN
|
$8.21M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$7.54M |
| 4 |
Cinemark Holdings
CNK
|
$6.57M |
| 5 |
Vipshop
VIPS
|
$5.45M |
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 |
Laureate Education
LAUR
|
$11.3M |
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% |