ACM
Andor Capital Management Portfolio holdings
AUM
$232M
1-Year Return
22.68%
This Quarter Return
-1.43%
1 Year Return
+22.68%
3 Year Return
+290.24%
5 Year Return
–
10 Year Return
–
AUM
$636M
AUM Growth
-$441M
(-41%)
Cap. Flow
-$417M
Cap. Flow
% of AUM
-65.5%
Top 10 Holdings %
Top 10 Hldgs %
91.53%
Holding
34
New
6
Increased
3
Reduced
1
Closed
18
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$63.8M |
| 2 |
Amazon
AMZN
|
$12.8M |
| 3 |
Netflix
NFLX
|
$11.9M |
| 4 |
T-Mobile US
TMUS
|
$9.95M |
| 5 |
Texas Instruments
TXN
|
$9.9M |
Top Sells
| 1 |
Apple
AAPL
|
$62.7M |
| 2 |
Alibaba
BABA
|
$57.6M |
| 3 |
Qorvo
QRVO
|
$56.2M |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$54.3M |
| 5 |
LGF
Lions Gate Entertainment
LGF
|
$46.3M |
Sector Composition
| 1 | Consumer Discretionary | 41.06% |
| 2 | Communication Services | 32.55% |
| 3 | Technology | 25.55% |
| 4 | Consumer Staples | 0.85% |
| 5 | Financials | 0% |