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
$182M
AUM Growth
-$782K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$484K
3
+$439K
4
UPS icon
United Parcel Service
UPS
+$376K
5
HD icon
Home Depot
HD
+$221K

Top Sells

1
+$1.05M
2
+$686K
3
+$526K
4
W icon
Wayfair
W
+$211K
5
PYPL icon
PayPal
PYPL
+$210K

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 23.56%
3 Communication Services 18.15%
4 Consumer Staples 13.96%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35M 19.2%
250,254
+366
2
$27.4M 15.05%
240,035
-4,610
3
$25.4M 13.96%
53,530
+1,019
4
$20M 11%
208,169
+2,209
5
$9.08M 4.99%
93,810
-70
6
$6.18M 3.39%
117,606
+252
7
$5.44M 2.99%
10,693
+1,255
8
$4.04M 2.22%
330,160
-5,100
9
$3.98M 2.19%
14,319
+794
10
$3.55M 1.95%
12,575
-215
11
$3.52M 1.93%
19,697
-180
12
$3.4M 1.87%
14,281
-4,400
13
$3.22M 1.77%
13,718
+334
14
$2.96M 1.63%
7,595
+152
15
$2.89M 1.59%
19,901
-44
16
$2.76M 1.52%
5,880
+224
17
$2.63M 1.45%
12,899
+6
18
$2.22M 1.22%
5,737
+462
19
$1.54M 0.85%
7,437
-7
20
$1.34M 0.73%
73,230
+10,600
21
$1.12M 0.62%
6,731
+1,049
22
$1.1M 0.61%
6,798
+2,315
23
$1M 0.55%
13,158
-361
24
$909K 0.5%
4,009
+455
25
$889K 0.49%
1,020
1
2 3