ACM
Aljian Capital Management Portfolio holdings
AUM
$497M
1-Year Est. Return
30.13%
1 Year Est. Return
+30.13%
AUM
$455M
AUM Growth
+$34.4M
(+8.2%)
Holding
124
Top Buys
| 1 | +$573K | |
| 2 | +$429K | |
| 3 | +$404K | |
| 4 |
Cloudflare
NET
|
+$403K |
| 5 |
CRWV
CoreWeave Inc
CRWV
|
+$321K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$1.96M | |
| 3 | +$1.49M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.27M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$611B
| $1.25M | 0.27% |
5,705
+426
|
|
||
52
AbbVie
ABBV
$404B
| $1.17M | 0.26% |
6,326
-377
|
|
||
53
Vistra
VST
$59.7B
| $1.07M | 0.24% |
5,540
+415
|
|
||
54
lululemon athletica
LULU
$21.8B
| $974K | 0.21% |
4,099
-140
|
|
||
55
American Express
AXP
$256B
| $970K | 0.21% |
3,042
-228
|
|
||
56
T-Mobile US
TMUS
$233B
| $968K | 0.21% |
4,062
-114
|
|
||
57
TSMC
TSM
$1.52T
| $952K | 0.21% |
4,203
+98
|
|
||
58
Eli Lilly
LLY
$908B
| $950K | 0.21% |
1,219
+1
|
|
||
59
CVS Health
CVS
$97.4B
| $940K | 0.21% |
13,629
-148
|
|
||
60
Travelers Companies
TRV
$63.1B
| $939K | 0.21% |
3,509
|
|
||
61
Elevance Health
ELV
$74.1B
| $904K | 0.2% |
2,325
-97
|
|
||
62
Bristol-Myers Squibb
BMY
$106B
| $886K | 0.19% |
19,131
-1,735
|
|
||
63
Adobe
ADBE
$138B
| $873K | 0.19% |
2,257
-146
|
|
||
64
PNC Financial Services
PNC
$77.8B
| $855K | 0.19% |
4,585
+23
|
|
||
65
Invitation Homes
INVH
$16.8B
| $838K | 0.18% |
25,561
|
|
||
66
DuPont de Nemours
DD
$16.7B
| $828K | 0.18% |
28,862
+5,046
|
|
||
67
MongoDB
MDB
$32.3B
| $817K | 0.18% |
3,892
-609
|
|
||
68
Morgan Stanley
MS
$278B
| $811K | 0.18% |
5,758
+4
|
|
||
69
IBM
IBM
$288B
| $805K | 0.18% |
2,730
+11
|
|
||
70
Sherwin-Williams
SHW
$83.1B
| $798K | 0.18% |
2,325
|
|
||
71
Steris
STE
$25.6B
| $745K | 0.16% |
3,100
|
|
||
72
GE HealthCare
GEHC
$37.6B
| $702K | 0.15% |
9,476
+76
|
|
||
73
Danaher
DHR
$160B
| $695K | 0.15% |
3,517
+276
|
|
||
74
Union Pacific
UNP
$141B
| $667K | 0.15% |
2,898
+15
|
|
||
75
Chipotle Mexican Grill
CMG
$45.2B
| $656K | 0.14% |
11,685
|
|