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
$1.43B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$84.7M
2
+$38M

Top Sells

1
+$61.7M
2
+$43.3M

Sector Composition

1 Communication Services 55.8%
2 Technology 44.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$409M 28.55%
6,052,168
2
$224M 15.62%
1,975,577
3
$205M 14.34%
1,355,279
4
$119M 8.32%
405,423
+129,323
5
$119M 8.3%
12,396,561
6
$84.7M 5.92%
+1,252,900
7
$77.2M 5.39%
589,120
-330,036
8
$75.5M 5.27%
1,248,326
9
$62.3M 4.35%
1,264,560
10
$44.8M 3.13%
4,621,088
11
$9.11M 0.64%
188,785
12
$2.29M 0.16%
16,919
-456,000