ACM
Aljian Capital Management Portfolio holdings
AUM
$455M
This Quarter Return
+4.82%
1 Year Return
+20.09%
3 Year Return
+148.67%
5 Year Return
+212.97%
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+2.9%)
Cap. Flow
+$2.08K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
68.05%
Holding
55
New
3
Increased
14
Reduced
30
Closed
1
Top Buys
| 1 |
Amazon
AMZN
|
$799K |
| 2 |
Beyond Meat
BYND
|
$509K |
| 3 |
Twilio
TWLO
|
$342K |
| 4 |
lululemon athletica
LULU
|
$259K |
| 5 |
Yeti Holdings
YETI
|
$249K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$725K |
| 2 |
DuPont de Nemours
DD
|
$420K |
| 3 |
Costco
COST
|
$384K |
| 4 |
Starbucks
SBUX
|
$369K |
| 5 |
FedEx
FDX
|
$266K |
Sector Composition
| 1 | Consumer Discretionary | 23.75% |
| 2 | Communication Services | 21.07% |
| 3 | Technology | 20.38% |
| 4 | Consumer Staples | 11.55% |
| 5 | Industrials | 10.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Baidu
BIDU
$32.9B
| $210K | 0.17% |
1,793
-250
| -12% | -$29.3K |
|
52
Medtronic
MDT
$120B
| $209K | 0.17% |
+2,150
| New | +$209K |
|
53
AbbVie
ABBV
$373B
| $203K | 0.17% |
2,788
-325
| -10% | -$23.7K |
|
54
Plug Power
PLUG
$1.71B
| $23K | 0.02% |
10,000
| – | – |
|
|
55
DuPont de Nemours
DD
$31.7B
| – | – |
-7,888
| Closed | -$420K |
|