ACM

Ailanthus Capital Management Portfolio holdings

AUM $121M
1-Year Est. Return 2.54%
This Fund
S&P 500
This Quarter Est. Return
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
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.83M
3
+$7.47M
4
CNK icon
Cinemark Holdings
CNK
+$7.19M
5
TMUS icon
T-Mobile US
TMUS
+$5.27M

Top Sells

1
+$21.2M
2
+$19.8M
3
+$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
S
27
DELISTED
Sprint Corporation
S
– –
0
CBB
28
DELISTED
Cincinnati Bell Inc.
CBB
– –
-85,000
STMP
29
DELISTED
Stamps.com, Inc.
STMP
– –
-261,000
1
2