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
$1.86B
AUM Growth
+$157M
(+9.2%)
Holding
27
Top Buys
| 1 | +$70.4M | |
| 2 | +$62.9M | |
| 3 | +$57.2M | |
| 4 |
Hewlett Packard
HPE
|
+$55.3M |
| 5 |
STMicroelectronics
STM
|
+$16.7M |
Top Sells
| 1 | +$96.4M | |
| 2 | +$58.6M | |
| 3 | +$57.5M | |
| 4 |
ANSS
Ansys
ANSS
|
+$54.8M |
| 5 |
TSMC
TSM
|
+$42.1M |
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
$39.9B
| – | – |
-69,459
|
|
||
27
Celestica
CLS
$30.3B
| – | – |
-375,437
|
|