ACM
Analog Century Management Portfolio holdings
AUM
$2.03B
1-Year Est. Return
87.7%
This Fund
S&P 500
1 Year Est. Return
+87.7%
AUM
$2.03B
AUM Growth
+$170M
(+9.1%)
Holding
29
Top Buys
| 1 | +$99.9M | |
| 2 | +$82.5M | |
| 3 | +$74.5M | |
| 4 |
TE Connectivity
TEL
|
+$68.1M |
| 5 |
Universal Display
OLED
|
+$52.1M |
Top Sells
| 1 | +$112M | |
| 2 | +$90.3M | |
| 3 | +$78.6M | |
| 4 |
Rambus
RMBS
|
+$65.8M |
| 5 |
Marvell Technology
MRVL
|
+$64.4M |
Sector Composition
| 1 | Technology | 95.22% |
| 2 | Industrials | 4.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Corning
GLW
$111B
| – | – |
-1,368,477
|
|
||
|
27
Marvell Technology
MRVL
$76.7B
| – | – |
-765,656
|
|
||
|
28
Rambus
RMBS
$10.1B
| – | – |
-631,343
|
|
||
29
STMicroelectronics
STM
$29.2B
| – | – |
-2,780,953
|
|