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
$134M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$464K
3
+$422K
4
HD icon
Home Depot
HD
+$363K
5
AAPL icon
Apple
AAPL
+$356K

Top Sells

1
+$715K
2
+$481K
3
+$181K
4
MAR icon
Marriott International
MAR
+$77.4K
5
W icon
Wayfair
W
+$66.2K

Sector Composition

1 Technology 23.03%
2 Consumer Discretionary 22.38%
3 Communication Services 20.87%
4 Consumer Staples 12.31%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 14.8%
214,600
+5,020
2
$18.5M 13.82%
252,220
+4,844
3
$15.4M 11.51%
52,391
+980
4
$14M 10.48%
208,580
+6,260
5
$7.13M 5.32%
105,400
6
$6.3M 4.7%
19,469
-2,209
7
$4.14M 3.09%
22,036
+238
8
$3.05M 2.28%
18,745
-174
9
$2.99M 2.23%
106,320
+26,424
10
$2.99M 2.23%
14,246
+777
11
$2.91M 2.17%
7,474
+74
12
$2.86M 2.14%
9,743
-1,638
13
$2.75M 2.05%
8,005
-36
14
$2.57M 1.92%
11,105
+1,272
15
$2.54M 1.89%
16,923
+2
16
$2.5M 1.87%
9,553
+423
17
$2.39M 1.78%
12,063
-10
18
$2.37M 1.77%
7,289
-557
19
$1.81M 1.35%
20,546
-600
20
$1.78M 1.33%
9,074
+68
21
$1.63M 1.22%
7,457
+1,663
22
$1.03M 0.77%
10,479
+889
23
$893K 0.67%
8,950
-75
24
$784K 0.59%
6,697
-154
25
$782K 0.58%
31,449
-350
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