ACM

Ashe Capital Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 45.15%
This Quarter Est. Return
1 Year Est. Return
+45.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 50.05%
2 Technology 49.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$349M 31.6%
4,824,184
2
$204M 18.48%
1,639,403
3
$152M 13.77%
3,172,195
4
$98.5M 8.92%
1,355,279
5
$97.1M 8.79%
567,216
6
$87.8M 7.95%
10,630,101
7
$80.7M 7.3%
1,248,326
8
$35.3M 3.2%
4,251,833