ACM

Aljian Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 30.13%
This Quarter Est. Return
1 Year Est. Return
+30.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$734K
3
+$595K
4
ORCL icon
Oracle
ORCL
+$420K
5
PLTR icon
Palantir
PLTR
+$288K

Top Sells

1
+$1.27M
2
+$1.22M
3
+$1.11M
4
AAPL icon
Apple
AAPL
+$919K
5
NOC icon
Northrop Grumman
NOC
+$657K

Sector Composition

1 Technology 37.21%
2 Communication Services 17.27%
3 Consumer Discretionary 13.49%
4 Consumer Staples 12.45%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.15T
$75.2M 15.13%
295,185
-3,608
COST icon
2
Costco
COST
$396B
$51.6M 10.39%
55,787
+233
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.82T
$48.8M 9.82%
200,686
-4,568
AMZN icon
4
Amazon
AMZN
$2.45T
$48.5M 9.76%
220,926
-2,469
NVDA icon
5
NVIDIA
NVDA
$4.46T
$46.3M 9.32%
248,110
-2,319
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.84T
$20.8M 4.18%
85,270
-1,213
MSFT icon
7
Microsoft
MSFT
$3.57T
$18.9M 3.81%
36,558
+318
NFLX icon
8
Netflix
NFLX
$436B
$10.9M 2.2%
91,170
+2,270
PLTR icon
9
Palantir
PLTR
$424B
$8.68M 1.75%
47,582
+1,580
DECK icon
10
Deckers Outdoor
DECK
$14B
$8.59M 1.73%
84,717
-3,494
AVGO icon
11
Broadcom
AVGO
$1.8T
$8.21M 1.65%
24,883
+294
WMT icon
12
Walmart
WMT
$916B
$6.44M 1.3%
62,462
-1,141
JPM icon
13
JPMorgan Chase
JPM
$861B
$5.87M 1.18%
18,624
-62
V icon
14
Visa
V
$631B
$5.85M 1.18%
17,149
-528
NOC icon
15
Northrop Grumman
NOC
$78.9B
$5.46M 1.1%
8,968
-1,078
RTX icon
16
RTX Corp
RTX
$230B
$5.4M 1.09%
32,268
-1,196
SYK icon
17
Stryker
SYK
$139B
$5.09M 1.02%
13,767
+417
UNH icon
18
UnitedHealth
UNH
$302B
$4.81M 0.97%
13,938
-3,677
LMT icon
19
Lockheed Martin
LMT
$104B
$4.09M 0.82%
8,202
-2,443
PANW icon
20
Palo Alto Networks
PANW
$136B
$4.03M 0.81%
19,797
-1,012
CRM icon
21
Salesforce
CRM
$236B
$3.99M 0.8%
16,830
+319
INTU icon
22
Intuit
INTU
$184B
$3.37M 0.68%
4,932
-896
HD icon
23
Home Depot
HD
$350B
$2.8M 0.56%
6,920
+515
CAT icon
24
Caterpillar
CAT
$280B
$2.71M 0.55%
5,677
-197
LHX icon
25
L3Harris
LHX
$52.5B
$2.66M 0.53%
8,699
-1,283
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