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
$308M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$29.3M
3
+$16.7M
4
PLTR icon
Palantir
PLTR
+$13.9M
5
ALB icon
Albemarle
ALB
+$12.4M

Top Sells

1
+$23.8M
2
+$16.5M
3
+$13.7M
4
ANSS
Ansys
ANSS
+$13.1M
5
LULU icon
lululemon athletica
LULU
+$6.59M

Sector Composition

1 Technology 39.33%
2 Materials 27.27%
3 Consumer Discretionary 12.19%
4 Communication Services 7.43%
5 Financials 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.67%
+70,000
27
$1.78M 0.58%
7,000
+2,000
28
$1.68M 0.54%
+40,000
29
$1.65M 0.54%
3,000
30
$1.63M 0.53%
+35,000
31
$1.52M 0.49%
10,000
32
$1.27M 0.41%
+35,000
33
$1.14M 0.37%
+25,000
34
$1.12M 0.36%
30,000
35
$780K 0.25%
4,000
-84,807
36
$675K 0.22%
4,400
37
$345K 0.11%
10,000
38
$278K 0.09%
2,598
39
$152K 0.05%
+15,000
40
$15K ﹤0.01%
2,360
41
– –
-40,000
42
– –
-50,000
43
– –
-277,000
44
– –
-330,000
45
– –
-115,000
46
– –
-20,000
47
– –
-80,000
48
– –
-110,000
49
– –
-170,000
50
– –
-20,000
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