ACM

Artha Capital Management Portfolio holdings

AUM $93.4M
1-Year Est. Return 34.79%
This Quarter Est. Return
1 Year Est. Return
+34.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$46.4M
2
+$28.2M
3
+$13.7M
4
VALE icon
Vale
VALE
+$10.9M
5
CBD
Companhia Brasileira de Distribuicao
CBD
+$7.71M

Top Sells

1
+$23.8M
2
+$13.3M
3
+$9.78M
4
C icon
Citigroup
C
+$8.61M
5
NBIS
Nebius Group N.V.
NBIS
+$6.48M

Sector Composition

1 Communication Services 26.97%
2 Energy 20.65%
3 Financials 17.2%
4 Materials 10.99%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 15.01%
+1,399,896
2
$28.2M 9.12%
+181,790
3
$20.2M 6.54%
422,272
-108,143
4
$20.1M 6.49%
413,729
-177,399
5
$18.6M 6.02%
3,511,326
+1,312,500
6
$14.1M 4.56%
101,822
-23,853
7
$14.1M 4.54%
503,020
-134,927
8
$13.8M 4.45%
1,441,149
-1,390,798
9
$13.7M 4.44%
+629,792
10
$10.9M 3.54%
+701,350
11
$7.71M 2.49%
+167,520
12
$5.25M 1.7%
+127,820
13
$4.79M 1.55%
+147,550
14
$4.63M 1.5%
127,215
-177,857
15
$2.3M 0.74%
+378,300
16
– –
0
17
– –
-149,910
18
– –
-541,926
19
– –
0