ACM

Aljian Capital Management Portfolio holdings

AUM $455M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$429K
3
+$404K
4
NET icon
Cloudflare
NET
+$403K
5
CRWV
CoreWeave Inc
CRWV
+$321K

Top Sells

1
+$2.15M
2
+$1.96M
3
+$1.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.27M
5
MSFT icon
Microsoft
MSFT
+$1.13M

Sector Composition

1 Technology 35.03%
2 Communication Services 15.32%
3 Consumer Discretionary 14.91%
4 Consumer Staples 14.33%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NET icon
26
Cloudflare
NET
$73.2B
$2.28M 0.5%
11,668
+2,060
CAT icon
27
Caterpillar
CAT
$247B
$2.28M 0.5%
5,874
-57
STWD icon
28
Starwood Property Trust
STWD
$6.81B
$2.26M 0.5%
112,633
-1,200
BAC icon
29
Bank of America
BAC
$376B
$2.1M 0.46%
44,415
-5,663
SBUX icon
30
Starbucks
SBUX
$97B
$2.08M 0.46%
22,747
+2,681
GEV icon
31
GE Vernova
GEV
$163B
$2.05M 0.45%
3,872
+45
ITW icon
32
Illinois Tool Works
ITW
$72.7B
$2.03M 0.45%
8,197
-2,768
C icon
33
Citigroup
C
$174B
$2.01M 0.44%
23,591
-668
BX icon
34
Blackstone
BX
$122B
$1.93M 0.42%
12,897
+9
MCD icon
35
McDonald's
MCD
$220B
$1.91M 0.42%
6,528
+62
CEG icon
36
Constellation Energy
CEG
$121B
$1.81M 0.4%
5,618
+730
GD icon
37
General Dynamics
GD
$89.1B
$1.73M 0.38%
5,917
+1,965
MA icon
38
Mastercard
MA
$507B
$1.7M 0.37%
3,020
+1
QCOM icon
39
Qualcomm
QCOM
$176B
$1.68M 0.37%
10,523
-381
ETN icon
40
Eaton
ETN
$145B
$1.67M 0.37%
4,688
+371
AMGN icon
41
Amgen
AMGN
$161B
$1.64M 0.36%
5,877
-67
UBER icon
42
Uber
UBER
$192B
$1.62M 0.36%
17,389
+275
CINF icon
43
Cincinnati Financial
CINF
$23.9B
$1.55M 0.34%
10,375
-15
PM icon
44
Philip Morris
PM
$246B
$1.52M 0.33%
8,343
-192
GE icon
45
GE Aerospace
GE
$318B
$1.5M 0.33%
5,815
+91
AMD icon
46
Advanced Micro Devices
AMD
$378B
$1.49M 0.33%
10,496
+1,990
DIS icon
47
Walt Disney
DIS
$199B
$1.37M 0.3%
11,044
-1,446
PG icon
48
Procter & Gamble
PG
$354B
$1.32M 0.29%
8,273
-724
XOM icon
49
Exxon Mobil
XOM
$479B
$1.26M 0.28%
11,696
-659
WFC icon
50
Wells Fargo
WFC
$262B
$1.25M 0.27%
15,576
+1,217
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