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
$428M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.4M
3
+$5.21M
4
AMZN icon
Amazon
AMZN
+$4.26M
5
JPM icon
JPMorgan Chase
JPM
+$4.06M

Top Sells

1
+$1.08M
2
+$767K
3
+$725K
4
ARM icon
Arm
ARM
+$285K
5
ZS icon
Zscaler
ZS
+$259K

Sector Composition

1 Technology 35.67%
2 Consumer Discretionary 17.03%
3 Communication Services 14.63%
4 Consumer Staples 13.61%
5 Healthcare 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73M 17.07%
313,323
+84,276
2
$48.8M 11.41%
55,041
+921
3
$45.2M 10.57%
242,631
+22,876
4
$36.3M 8.49%
299,106
+20,580
5
$36M 8.41%
216,858
+22,854
6
$16.6M 3.89%
38,647
+24,156
7
$15.1M 3.53%
90,190
+4,847
8
$15M 3.51%
94,194
-42
9
$9.5M 2.22%
16,243
+2,017
10
$5.92M 1.38%
8,347
+489
11
$5.41M 1.27%
19,686
+4,056
12
$5.21M 1.22%
+64,532
13
$4.55M 1.06%
12,605
+722
14
$4.53M 1.06%
7,745
-1,850
15
$4.23M 0.99%
8,013
-1,452
16
$4.12M 0.96%
10,159
+911
17
$4.06M 0.95%
+19,272
18
$3.96M 0.93%
+22,946
19
$3.76M 0.88%
6,048
+75
20
$3.63M 0.85%
13,258
+1,834
21
$2.97M 0.69%
30,422
+9,936
22
$2.8M 0.65%
16,368
+8,862
23
$2.62M 0.61%
21,631
+5,219
24
$2.32M 0.54%
113,833
25
$2.31M 0.54%
5,911
+3,711
1
2 3 4 5