ACM
Analog Century Management Portfolio holdings
AUM
$1.86B
1-Year Est. Return
73.67%
1 Year Est. Return
+73.67%
AUM
$1.86B
AUM Growth
+$157M
(+9.2%)
Holding
27
Top Buys
| 1 | +$79.5M | |
| 2 | +$71.4M | |
| 3 | +$64.5M | |
| 4 |
Hewlett Packard
HPE
|
+$61.4M |
| 5 |
STMicroelectronics
STM
|
+$16.9M |
Top Sells
| 1 | +$96.4M | |
| 2 | +$58.6M | |
| 3 | +$57.5M | |
| 4 |
ANSS
Ansys
ANSS
|
+$54.8M |
| 5 |
TSMC
TSM
|
+$48.1M |
Sector Composition
| 1 | Technology | 95.73% |
| 2 | Industrials | 4.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Axon Enterprise
AXON
$44.5B
| – | – |
-69,459
|
|
||
27
Celestica
CLS
$35.3B
| – | – |
-375,437
|
|