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
$1.23B
AUM Growth
-$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$34.9M
3
+$32.3M
4
AMD icon
Advanced Micro Devices
AMD
+$16.3M
5
CIEN icon
Ciena
CIEN
+$12.6M

Top Sells

1
+$66.6M
2
+$53.2M
3
+$50.3M
4
APH icon
Amphenol
APH
+$8.46M
5
ARW icon
Arrow Electronics
ARW
+$7.64M

Sector Composition

1 Technology 95.4%
2 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSI icon
26
Motorola Solutions
MSI
$72B
– –
-115,090
1
2