ACM

Analog Century Management Portfolio holdings

AUM $1.71B
1-Year Est. Return 36.99%
This Quarter Est. Return
1 Year Est. Return
+36.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$462M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$83.1M
2 +$47.5M
3 +$46.6M
4
AXON icon
Axon Enterprise
AXON
+$36.8M
5
MRVL icon
Marvell Technology
MRVL
+$30.3M

Top Sells

1 +$33.4M
2 +$26.6M
3 +$20.9M
4
CALX icon
Calix
CALX
+$15.9M

Sector Composition

1 Technology 97.5%
2 Industrials 2.5%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-520,790
27
-325,110