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
$421M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$986K
3
+$602K
4
NET icon
Cloudflare
NET
+$590K
5
ORCL icon
Oracle
ORCL
+$533K

Top Sells

1
+$1.73M
2
+$974K
3
+$733K
4
AAPL icon
Apple
AAPL
+$624K
5
PFE icon
Pfizer
PFE
+$289K

Sector Composition

1 Technology 33.49%
2 Consumer Discretionary 15.36%
3 Consumer Staples 15.1%
4 Communication Services 14.39%
5 Healthcare 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
76
Gilead Sciences
GILD
$152B
$643K 0.15%
5,742
-1
VZ icon
77
Verizon
VZ
$171B
$610K 0.15%
13,448
-1,135
VST icon
78
Vistra
VST
$68.2B
$602K 0.14%
+5,125
CMG icon
79
Chipotle Mexican Grill
CMG
$56.1B
$587K 0.14%
11,685
-600
JNJ icon
80
Johnson & Johnson
JNJ
$465B
$574K 0.14%
3,459
-59
MRK icon
81
Merck
MRK
$212B
$551K 0.13%
6,140
+141
WM icon
82
Waste Management
WM
$86.8B
$491K 0.12%
2,122
+42
AMP icon
83
Ameriprise Financial
AMP
$44.3B
$474K 0.11%
978
+1
MO icon
84
Altria Group
MO
$109B
$473K 0.11%
7,876
+61
CSCO icon
85
Cisco
CSCO
$277B
$469K 0.11%
7,593
-410
MDT icon
86
Medtronic
MDT
$123B
$458K 0.11%
5,102
PEP icon
87
PepsiCo
PEP
$210B
$457K 0.11%
3,049
-112
BRK.B icon
88
Berkshire Hathaway Class B
BRK.B
$1.06T
$456K 0.11%
857
T icon
89
AT&T
T
$188B
$434K 0.1%
15,343
-1,877
ABT icon
90
Abbott
ABT
$224B
$413K 0.1%
+3,115
MPC icon
91
Marathon Petroleum
MPC
$56.1B
$400K 0.1%
2,745
-112
PYPL icon
92
PayPal
PYPL
$64.4B
$399K 0.09%
6,110
-1,060
SONY icon
93
Sony
SONY
$173B
$396K 0.09%
15,605
-25
BABA icon
94
Alibaba
BABA
$387B
$389K 0.09%
2,940
-354
SCHW icon
95
Charles Schwab
SCHW
$171B
$382K 0.09%
4,878
+7
INTC icon
96
Intel
INTC
$176B
$373K 0.09%
16,418
-2,673
PPG icon
97
PPG Industries
PPG
$22.9B
$372K 0.09%
3,401
-19
BIIB icon
98
Biogen
BIIB
$21B
$348K 0.08%
2,540
-20
NEE icon
99
NextEra Energy
NEE
$174B
$336K 0.08%
4,735
+217
NVO icon
100
Novo Nordisk
NVO
$242B
$335K 0.08%
4,821
+30
1 2 3
4
5