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
$1.43B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$22.9M
3
+$17.9M
4
AMZN icon
Amazon
AMZN
+$17.4M
5
CRM icon
Salesforce
CRM
+$17.4M

Top Sells

1
+$40.9M
2
+$34M
3
+$19.2M
4
WDAY icon
Workday
WDAY
+$18.4M
5
DIS icon
Walt Disney
DIS
+$17.1M

Sector Composition

1 Technology 69.43%
2 Communication Services 18.97%
3 Consumer Discretionary 7.56%
4 Real Estate 2.45%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-99,100
52
– –
-57,100
53
– –
-642,700
1 2
3