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
$1.05B
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M

Top Sells

1
+$40.1M
2
+$6M

Sector Composition

1 Technology 51.29%
2 Communication Services 48.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$342M 32.7%
6,052,168
2
$207M 19.76%
1,975,577
3
$120M 11.49%
1,355,279
4
$119M 11.41%
567,216
5
$90.3M 8.63%
3,352,440
+1,401,850
6
$76.2M 7.28%
12,396,561
7
$62.8M 6%
1,248,326
8
$28.6M 2.73%
4,621,088
9
– –
-1,264,560
10
– –
-188,785