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
$173M
AUM Growth
-$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$412K
2 +$295K
3 +$289K
4
COST icon
Costco
COST
+$240K
5
PG icon
Procter & Gamble
PG
+$236K

Top Sells

1 +$564K
2 +$534K
3 +$384K
4
HD icon
Home Depot
HD
+$380K
5
QCOM icon
Qualcomm
QCOM
+$379K

Sector Composition

1 Technology 28.01%
2 Consumer Discretionary 22.16%
3 Communication Services 17.83%
4 Consumer Staples 14.37%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,075
52
-10,319
53
-5,199
54
-8,059