ACM
Aljian Capital Management Portfolio holdings
AUM
$497M
1-Year Est. Return
30.13%
1 Year Est. Return
+30.13%
AUM
$497M
AUM Growth
+$41.7M
(+9.2%)
Holding
124
Top Buys
| 1 | +$959K | |
| 2 | +$734K | |
| 3 | +$595K | |
| 4 |
Oracle
ORCL
|
+$420K |
| 5 |
Palantir
PLTR
|
+$288K |
Top Sells
| 1 | +$1.27M | |
| 2 | +$1.22M | |
| 3 | +$1.11M | |
| 4 |
Apple
AAPL
|
+$919K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.11T
| $75.2M | 15.13% |
295,185
-3,608
|
|
||
2
Costco
COST
$393B
| $51.6M | 10.39% |
55,787
+233
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.73T
| $48.8M | 9.82% |
200,686
-4,568
|
|
||
4
Amazon
AMZN
$2.42T
| $48.5M | 9.76% |
220,926
-2,469
|
|
||
5
NVIDIA
NVDA
$4.25T
| $46.3M | 9.32% |
248,110
-2,319
|
|
||
|
6
Alphabet (Google) Class C
GOOG
$3.75T
| $20.8M | 4.18% |
85,270
-1,213
|
|
||
7
Microsoft
MSFT
$3.56T
| $18.9M | 3.81% |
36,558
+318
|
|
||
8
Netflix
NFLX
$404B
| $10.9M | 2.2% |
91,170
+2,270
|
|
||
|
9
Palantir
PLTR
$438B
| $8.68M | 1.75% |
47,582
+1,580
|
|
||
10
Deckers Outdoor
DECK
$14.7B
| $8.59M | 1.73% |
84,717
-3,494
|
|
||
11
Broadcom
AVGO
$1.7T
| $8.21M | 1.65% |
24,883
+294
|
|
||
12
Walmart Inc. Common Stock
WMT
$930B
| $6.44M | 1.3% |
62,462
-1,141
|
|
||
13
JPMorgan Chase
JPM
$867B
| $5.87M | 1.18% |
18,624
-62
|
|
||
14
Visa
V
$671B
| $5.85M | 1.18% |
17,149
-528
|
|
||
|
15
Northrop Grumman
NOC
$81.3B
| $5.46M | 1.1% |
8,968
-1,078
|
|
||
16
RTX Corp
RTX
$240B
| $5.4M | 1.09% |
32,268
-1,196
|
|
||
17
Stryker
SYK
$135B
| $5.09M | 1.02% |
13,767
+417
|
|
||
18
UnitedHealth
UNH
$310B
| $4.81M | 0.97% |
13,938
-3,677
|
|
||
19
Lockheed Martin
LMT
$111B
| $4.09M | 0.82% |
8,202
-2,443
|
|
||
20
Palo Alto Networks
PANW
$134B
| $4.03M | 0.81% |
19,797
-1,012
|
|
||
21
Salesforce
CRM
$246B
| $3.99M | 0.8% |
16,830
+319
|
|
||
22
Intuit
INTU
$187B
| $3.37M | 0.68% |
4,932
-896
|
|
||
23
Home Depot
HD
$358B
| $2.8M | 0.56% |
6,920
+515
|
|
||
24
Caterpillar
CAT
$280B
| $2.71M | 0.55% |
5,677
-197
|
|
||
25
L3Harris
LHX
$53.7B
| $2.66M | 0.53% |
8,699
-1,283
|
|