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
$1.26B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 61.39%
2 Communication Services 29.41%
3 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$329M 26.2%
1,397,308
2
$285M 22.67%
3,675,554
3
$225M 17.88%
2,802,195
4
$138M 10.97%
1,197,279
5
$116M 9.2%
550,491
6
$84.7M 6.75%
1,184,179
7
$79.6M 6.34%
501,016