AAM

Anglepoint Asset Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 132.1%
This Quarter Est. Return
1 Year Est. Return
+132.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$808M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$121M
3
+$91.4M
4
ZTO icon
ZTO Express
ZTO
+$86.1M
5
CRM icon
Salesforce
CRM
+$71.4M

Top Sells

1
+$63.2M
2
+$33.6M
3
+$13.5M
4
BABA icon
Alibaba
BABA
+$10.1M

Sector Composition

1 Financials 31.39%
2 Technology 20.98%
3 Consumer Discretionary 19.71%
4 Communication Services 12.72%
5 Consumer Staples 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 8.19%
+1,340,000
2
$137M 8.19%
1,801,463
+476,852
3
$136M 8.12%
638,100
+429,200
4
$126M 7.51%
3,018,909
+988,845
5
$121M 7.26%
+4,243,576
6
$115M 6.87%
391,127
-34,407
7
$103M 6.15%
1,388,066
+792,666
8
$86.8M 5.19%
2,899,804
+2,878,454
9
$81.6M 4.88%
311,733
+159,733
10
$71.4M 4.27%
+284,200
11
$54M 3.23%
186,397
+49,297
12
$44.1M 2.64%
219,600
13
$39.8M 2.38%
+278,193
14
$38.3M 2.29%
235,700
-388,500
15
$35.5M 2.12%
105,100
16
$35.5M 2.12%
852,002
17
$35M 2.09%
958,600
18
$32.8M 1.96%
164,100
19
$31.7M 1.89%
+2,340,000
20
$29.7M 1.77%
82,300
21
$29.1M 1.74%
+355,000
22
$28.5M 1.7%
190,400
23
$25.8M 1.54%
576,394
24
$24.5M 1.46%
155,660
25
$24.3M 1.45%
+282,953
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