AAM
AO Asset Management Portfolio holdings
AUM
$145M
This Quarter Return
+1.57%
1 Year Return
-15.82%
3 Year Return
+126.96%
5 Year Return
+361.58%
10 Year Return
–
AUM
$378M
AUM Growth
+$378M
(-18%)
Cap. Flow
-$75M
Cap. Flow
% of AUM
-19.82%
Top 10 Holdings %
Top 10 Hldgs %
71.89%
Holding
27
New
5
Increased
7
Reduced
8
Closed
6
Top Buys
| 1 |
YHOO
Yahoo Inc
YHOO
|
$31.8M |
| 2 |
Booking.com
BKNG
|
$17.4M |
| 3 |
Workday
WDAY
|
$8.76M |
| 4 |
Adobe
ADBE
|
$8.59M |
| 5 |
Ciena
CIEN
|
$8.25M |
Top Sells
| 1 |
JNPR
Juniper Networks
JNPR
|
$25.7M |
| 2 |
Alibaba
BABA
|
$23M |
| 3 |
ZEN
ZENDESK INC
ZEN
|
$19.9M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$18.3M |
| 5 |
Salesforce
CRM
|
$18M |
Sector Composition
| 1 | Technology | 43.19% |
| 2 | Communication Services | 32.63% |
| 3 | Consumer Discretionary | 13.97% |
| 4 | Energy | 8.4% |
| 5 | Real Estate | 0% |