ACM
Ashe Capital Management Portfolio holdings
AUM
$1.28B
This Quarter Return
-1.07%
1 Year Return
+35.8%
3 Year Return
+134.23%
5 Year Return
+139.58%
10 Year Return
+411.28%
AUM
$1.22B
AUM Growth
+$1.22B
(+0.71%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
98.47%
Holding
13
New
–
Increased
5
Reduced
1
Closed
1
Top Buys
| 1 |
P
Pandora Media Inc
P
|
$34.9M |
| 2 |
Liberty Broadband Class A
LBRDA
|
$17.2M |
| 3 |
Liberty Latin America Class C
LILAK
|
$12.8M |
| 4 |
Liberty Latin America Class A
LILA
|
$6.04M |
| 5 |
Liberty Broadband Class C
LBRDK
|
$5.11M |
Top Sells
| 1 |
Sensata Technologies
ST
|
$44.5M |
| 2 |
Jefferies Financial Group
JEF
|
$10.9M |
Sector Composition
| 1 | Communication Services | 43.94% |
| 2 | Consumer Discretionary | 35.54% |
| 3 | Technology | 14.14% |
| 4 | Financials | 0% |
