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
$151M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$8.75M
3
+$7.23M
4
GOOS
Canada Goose Holdings
GOOS
+$2.84M
5
CHD icon
Church & Dwight Co
CHD
+$2.3M

Top Sells

1
+$7.81M
2
+$7.28M
3
+$7.25M
4
STZ icon
Constellation Brands
STZ
+$6.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.89M

Sector Composition

1 Utilities 13.33%
2 Consumer Staples 6.59%
3 Consumer Discretionary 4.13%
4 Healthcare 1.36%
5 Real Estate 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-90,000
27
– –
-10,000
28
– –
-620,000
29
– –
-60,000
30
– –
-32,000
31
– –
-60,000
1
2