AACR

ACR Alpine Capital Research Portfolio holdings

AUM $5.85B
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
-$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.2M
3
+$308K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.1K
5
MRK icon
Merck
MRK
+$641

Top Sells

1
+$39.2M
2
+$23.3M
3
+$12.6M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$7.37M
5
FLOW
SPX FLOW, Inc.
FLOW
+$5.85M

Sector Composition

1 Communication Services 22.29%
2 Financials 16.75%
3 Consumer Discretionary 9.89%
4 Industrials 7.79%
5 Technology 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$456K 0.02%
8,584
-242
27
$255K 0.01%
5,325
+7
28
$211K 0.01%
2,634
+8
29
$155K 0.01%
16,600
30
– –
-2,768
31
– –
-819
1
2