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
$209M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.07M
3
+$1.04M
4
PLTR icon
Palantir
PLTR
+$705K
5
AAPL icon
Apple
AAPL
+$641K

Top Sells

1
+$681K
2
+$461K
3
+$428K
4
NOC icon
Northrop Grumman
NOC
+$189K
5
SBUX icon
Starbucks
SBUX
+$97.4K

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 27.3%
3 Communication Services 22.27%
4 Consumer Staples 9.37%
5 Healthcare 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37M 17.7%
238,860
+10,220
2
$31.1M 14.86%
253,454
+5,229
3
$21.8M 10.44%
209,920
+3,920
4
$19.6M 9.37%
55,808
+955
5
$10.6M 5.07%
100,920
-420
6
$10.5M 5.04%
20,185
+160
7
$6.67M 3.19%
121,140
+4,404
8
$4.73M 2.26%
22,279
+43
9
$4.52M 2.16%
337,440
+79,560
10
$4.3M 2.06%
11,519
+508
11
$3.74M 1.79%
10,880
-160
12
$3.67M 1.76%
17,263
+80
13
$3.51M 1.68%
11,417
+1,199
14
$3.4M 1.62%
13,930
+942
15
$3.16M 1.51%
8,238
-236
16
$3.02M 1.45%
10,534
+1,454
17
$3.02M 1.44%
9,181
-197
18
$2.9M 1.39%
9,488
+238
19
$2.36M 1.13%
17,339
+84
20
$2.23M 1.07%
7,045
+348
21
$2.2M 1.05%
5,948
-1,248
22
$1.75M 0.84%
5,423
-584
23
$1.75M 0.84%
8,597
+990
24
$1.75M 0.83%
8,621
-262
25
$1.52M 0.72%
13,848
-890
1
2 3