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
$209M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.07M
3
+$1.04M
4
PLTR icon
Palantir
PLTR
+$705K
5
AAPL icon
Apple
AAPL
+$641K

Top Sells

1
+$681K
2
+$461K
3
+$428K
4
NOC icon
Northrop Grumman
NOC
+$189K
5
SBUX icon
Starbucks
SBUX
+$97.4K

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 27.3%
3 Communication Services 22.27%
4 Consumer Staples 9.37%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.71%
24,176
+9,097
27
$1.16M 0.56%
11,022
+5,872
28
$1.08M 0.51%
14,203
+1,100
29
$1.04M 0.5%
+29,100
30
$982K 0.47%
17,883
+5,532
31
$939K 0.45%
8,462
-343
32
$834K 0.4%
3,764
+18
33
$766K 0.37%
6,890
+1,450
34
$705K 0.34%
+30,144
35
$673K 0.32%
2,500
36
$632K 0.3%
3,842
-68
37
$624K 0.3%
+2,562
38
$589K 0.28%
2,000
-250
39
$510K 0.24%
3,350
-277
40
$508K 0.24%
2,694
-6
41
$454K 0.22%
12,660
+2,660
42
$446K 0.21%
3,725
-58
43
$409K 0.2%
1,640
-200
44
$394K 0.19%
+5,013
45
$382K 0.18%
3,450
-100
46
$359K 0.17%
+1,410
47
$350K 0.17%
+9,304
48
$346K 0.17%
1,322
+113
49
$335K 0.16%
8,640
-200
50
$321K 0.15%
+1,125
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