ACM

Ashe Capital Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 35.8%
This Quarter Est. Return
1 Year Est. Return
+35.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$309K

Top Sells

1
+$64.3M
2
+$257K

Sector Composition

1 Communication Services 48.48%
2 Technology 45.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$292M 22.41%
1,793,716
+1,900
2
$211M 16.22%
2,664,882
3
$186M 14.25%
6,052,168
4
$160M 12.3%
1,292,036
5
$126M 9.65%
1,028,060
6
$84.3M 6.48%
969,764
7
$80.2M 6.16%
9,023,299
8
$68.4M 5.25%
2,562,569
+241,235
9
$44.9M 3.45%
4,902,974
10
$34.9M 2.68%
1,248,326
11
$15.1M 1.16%
595,431
-10,122
12
– –
-718,936