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
$1.28B
AUM Growth
+$172M
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 Technology 56.07%
2 Communication Services 43.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$351M 27.51%
4,824,184
2
$282M 22.11%
1,639,403
3
$205M 16.05%
3,172,195
4
$133M 10.45%
1,355,279
5
$95.2M 7.46%
567,216
6
$91.6M 7.18%
10,630,101
7
$80.8M 6.33%
1,248,326
8
$37.2M 2.91%
4,251,833