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
$198M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$431K
3
+$263K
4
UPS icon
United Parcel Service
UPS
+$197K
5
RTX icon
RTX Corp
RTX
+$149K

Top Sells

1
+$1.22M
2
+$693K
3
+$670K
4
CRWD icon
CrowdStrike
CRWD
+$640K
5
AAPL icon
Apple
AAPL
+$550K

Sector Composition

1 Technology 30.86%
2 Consumer Discretionary 21.74%
3 Communication Services 17.85%
4 Consumer Staples 13.71%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 20.53%
246,686
-3,338
2
$26.9M 13.59%
54,198
+143
3
$24.4M 12.33%
236,540
-4,714
4
$21.4M 10.81%
206,429
-1,884
5
$9.59M 4.84%
92,165
-1,135
6
$8.99M 4.54%
323,580
-3,250
7
$8.74M 4.41%
116,598
-1,110
8
$5.27M 2.66%
11,156
+177
9
$4.56M 2.3%
12,524
-224
10
$4.31M 2.18%
19,120
-283
11
$4.02M 2.03%
11,627
-2,007
12
$3.83M 1.93%
12,980
-135
13
$3.77M 1.9%
13,201
-294
14
$3.32M 1.67%
11,506
+14
15
$3.3M 1.67%
7,413
-124
16
$3.15M 1.59%
6,659
+911
17
$2.78M 1.4%
6,028
+569
18
$2.64M 1.33%
13,229
-6,125
19
$1.52M 0.77%
14,635
+265
20
$1.51M 0.76%
7,683
+244
21
$1.5M 0.76%
7,742
+1,018
22
$1.37M 0.69%
77,583
+428
23
$971K 0.49%
4,362
+323
24
$847K 0.43%
3,481
-60
25
$823K 0.42%
10,680
+1,477
1
2 3