ACM
Analog Century Management Portfolio holdings
AUM
$1.71B
This Quarter Return
+15.5%
1 Year Return
+36.99%
3 Year Return
+321.19%
5 Year Return
–
10 Year Return
–
AUM
$1.5B
AUM Growth
+$1.5B
(+1.7%)
Cap. Flow
-$78.5M
Cap. Flow
% of AUM
-5.25%
Top 10 Holdings %
Top 10 Hldgs %
55.56%
Holding
26
New
3
Increased
13
Reduced
7
Closed
3
Top Buys
| 1 |
Motorola Solutions
MSI
|
$53.2M |
| 2 |
Arista Networks
ANET
|
$51.7M |
| 3 |
GlobalFoundries
GFS
|
$50.3M |
| 4 |
Rambus
RMBS
|
$43.6M |
| 5 |
KLA
KLAC
|
$14.6M |
Top Sells
| 1 |
Monolithic Power Systems
MPWR
|
$96M |
| 2 |
Celestica
CLS
|
$61.6M |
| 3 |
Marvell Technology
MRVL
|
$55.3M |
| 4 |
Astera Labs
ALAB
|
$49.8M |
| 5 |
STMicroelectronics
STM
|
$43M |
Sector Composition
| 1 | Technology | 96.17% |
| 2 | Industrials | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
STMicroelectronics
STM
$23B
| – | – |
-1,447,597
| Closed | -$43M |
|