AC

AKO Capital Portfolio holdings

AUM $6.57B
1-Year Est. Return 6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.92B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$93.9M
2 +$81.2M
3 +$53.6M
4
EFX icon
Equifax
EFX
+$37.9M
5
CRM icon
Salesforce
CRM
+$29.2M

Top Sells

1 +$387M
2 +$128M
3 +$88.5M
4
MRSH
Marsh
MRSH
+$76.7M
5
V icon
Visa
V
+$46.2M

Sector Composition

1 Technology 24.18%
2 Consumer Discretionary 23.78%
3 Financials 22.59%
4 Healthcare 15.82%
5 Industrials 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,238,638