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
$1.66B
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 53.95%
2 Technology 46.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$301M 18.09%
6,052,168
2
$238M 14.3%
1,975,577
3
$192M 11.52%
1,355,279
4
$165M 9.92%
980,560
5
$163M 9.78%
12,396,561
6
$152M 9.15%
881,303
7
$137M 8.26%
1,219,461
8
$108M 6.5%
276,100
9
$91.1M 5.48%
2,720,397
10
$60.4M 3.63%
4,621,088
11
$56.2M 3.38%
1,248,326