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
$233M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$492K
3
+$472K
4
PYPL icon
PayPal
PYPL
+$462K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$393K

Top Sells

1
+$1.04M
2
+$982K
3
+$726K
4
UNH icon
UnitedHealth
UNH
+$575K
5
BA icon
Boeing
BA
+$359K

Sector Composition

1 Technology 28.51%
2 Consumer Discretionary 26.91%
3 Communication Services 22.94%
4 Consumer Staples 9.55%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 17.82%
241,720
+2,860
2
$34.8M 14.91%
254,079
+625
3
$26M 11.15%
213,140
+3,220
4
$22.3M 9.55%
56,316
+508
5
$12.6M 5.42%
100,900
-20
6
$10.7M 4.58%
20,211
+26
7
$7.92M 3.39%
123,690
+2,550
8
$6.6M 2.83%
330,040
-7,400
9
$5.07M 2.17%
21,699
-580
10
$4.69M 2.01%
19,195
+1,932
11
$4.37M 1.87%
11,079
+199
12
$4.22M 1.81%
11,576
+159
13
$4.04M 1.73%
10,083
-1,436
14
$3.94M 1.69%
8,044
-194
15
$3.49M 1.5%
7,601
-1,580
16
$3.29M 1.41%
12,672
-1,258
17
$3.22M 1.38%
10,104
+616
18
$2.99M 1.28%
11,049
+515
19
$2.33M 1%
16,118
-1,221
20
$2.24M 0.96%
8,024
-573
21
$2.21M 0.95%
5,827
-121
22
$1.88M 0.81%
5,952
-1,093
23
$1.85M 0.79%
5,100
-323
24
$1.83M 0.78%
8,456
-165
25
$1.65M 0.71%
26,875
+24,175
1
2 3