ACM

Axel Capital Management Portfolio holdings

AUM $47.4M
1-Year Est. Return 2.75%
This Quarter Est. Return
1 Year Est. Return
-2.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$11M

Top Sells

1 +$4.31M
2 +$2.55M
3 +$1.96M
4
CRI icon
Carter's
CRI
+$1.09M

Sector Composition

1 Consumer Staples 5.55%
2 Healthcare 3.57%
3 Technology 3.19%
4 Industrials 2.53%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-167,862
27
-80,000