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
$1.23B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M

Top Sells

1
+$62.9M
2
+$25.5M

Sector Composition

1 Technology 66.85%
2 Communication Services 27.32%
3 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$357M 29.15%
1,448,033
2
$262M 21.37%
3,992,554
3
$216M 17.65%
2,802,195
4
$148M 12.08%
1,197,279
5
$97.8M 7.98%
501,016
6
$71.4M 5.82%
+308,000
7
$69.6M 5.68%
1,184,179
8
$2.18M 0.18%
311,285
-8,999,487
9
$1.21M 0.1%
173,997
-3,658,763