AAM

AO Asset Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
-15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$30.7M
3
+$25.2M
4
BABA icon
Alibaba
BABA
+$23M
5
ZEN
ZENDESK INC
ZEN
+$19.9M

Top Sells

1
+$52M
2
+$28.6M
3
+$21.5M
4
P
Pandora Media Inc
P
+$19.8M
5
AMT icon
American Tower
AMT
+$18.2M

Sector Composition

1 Technology 53.89%
2 Communication Services 26.7%
3 Consumer Discretionary 16.06%
4 Real Estate 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-205,000
27
– –
-925,800
28
– –
-275,000
29
– –
-211,000
1
2