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
$460M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.47M
3
+$1.44M
4
NFLX icon
Netflix
NFLX
+$1.37M
5
CRM icon
Salesforce
CRM
+$1.08M

Top Sells

1
+$5.74M
2
+$1.53M
3
+$938K
4
ZS icon
Zscaler
ZS
+$870K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$645K

Sector Composition

1 Technology 34.56%
2 Consumer Discretionary 17.87%
3 Communication Services 15.63%
4 Consumer Staples 13.36%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.9M 16.95%
311,164
-2,159
2
$53.2M 11.56%
242,286
-345
3
$51.9M 11.28%
56,615
+1,574
4
$40.4M 8.79%
213,451
-3,407
5
$34.4M 7.49%
256,379
-42,727
6
$18.7M 4.07%
92,130
-2,064
7
$17.1M 3.71%
89,661
-529
8
$15.8M 3.43%
37,386
-1,261
9
$9.18M 2%
18,138
+1,895
10
$8.81M 1.92%
9,887
+1,540
11
$6.53M 1.42%
20,674
+988
12
$5.79M 1.26%
64,102
-430
13
$5.52M 1.2%
16,499
+3,241
14
$5.24M 1.14%
10,774
+3,029
15
$5.23M 1.14%
22,553
-393
16
$4.86M 1.06%
13,493
+888
17
$4.64M 1.01%
9,896
+1,883
18
$4.57M 0.99%
19,068
-204
19
$3.86M 0.84%
6,149
+101
20
$3.44M 0.75%
29,704
+8,073
21
$3.4M 0.74%
44,891
+2,973
22
$3.26M 0.71%
17,891
+1,523
23
$2.76M 0.6%
10,890
+6,851
24
$2.42M 0.53%
6,226
-3,933
25
$2.22M 0.48%
50,584
-556
1
2 3 4 5