AC

Apex Capital Portfolio holdings

AUM $750M
1-Year Est. Return 3.71%
This Quarter Est. Return
1 Year Est. Return
+3.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$22.7M
3
+$21.9M
4
LULU icon
lululemon athletica
LULU
+$21.3M
5
NPSP
NPS PHARMACEUTICALS INC
NPSP
+$18.2M

Top Sells

1
+$27M
2
+$25.7M
3
+$25.3M
4
YUM icon
Yum! Brands
YUM
+$25M
5
CIE
Cobalt International Energy, Inc
CIE
+$20.4M

Sector Composition

1 Consumer Discretionary 27.17%
2 Healthcare 13.55%
3 Technology 11.78%
4 Industrials 9%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
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