FCM
Firsthand Capital Management Portfolio holdings
AUM
$55.6M
This Quarter Return
+20.94%
1 Year Return
+75.1%
3 Year Return
+106.52%
5 Year Return
+131.21%
10 Year Return
+1,211.43%
AUM
$202M
AUM Growth
+$202M
(+65%)
Cap. Flow
+$66.4M
Cap. Flow
% of AUM
32.87%
Top 10 Holdings %
Top 10 Hldgs %
77.3%
Holding
54
New
10
Increased
8
Reduced
5
Closed
1
Top Buys
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$64M |
| 2 |
Lam Research
LRCX
|
$2.72M |
| 3 |
MTSN
MATTSON TECHNOLOGY INC
MTSN
|
$1.18M |
| 4 |
Power Integrations
POWI
|
$558K |
| 5 |
ABB
ABB Ltd.
ABB
|
$398K |
Top Sells
| 1 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
$1.37M |
| 2 |
PAY
Verifone Systems Inc
PAY
|
$1.34M |
| 3 |
RVBD
RIVERBED TECHNOLOGY, INC COM
RVBD
|
$1.17M |
| 4 |
Apple
AAPL
|
$1.12M |
| 5 |
Baidu
BIDU
|
$889K |
Sector Composition
| 1 | Communication Services | 59.47% |
| 2 | Technology | 21.59% |
| 3 | Consumer Discretionary | 3.95% |
| 4 | Industrials | 3.42% |
| 5 | Real Estate | 1.76% |