AACR

ACR Alpine Capital Research Portfolio holdings

AUM $5.59B
1-Year Est. Return 9.32%
This Quarter Est. Return
1 Year Est. Return
+9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$654M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$17.7M
3 +$4.36M
4
WMT icon
Walmart
WMT
+$3.82M
5
MSFT icon
Microsoft
MSFT
+$3.44M

Top Sells

1 +$21.4M
2 +$964K
3 +$577K
4
NWL icon
Newell Brands
NWL
+$298K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K

Sector Composition

1 Healthcare 30.17%
2 Technology 20.82%
3 Consumer Staples 15.72%
4 Financials 14.48%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-263,178
27
-9,977