AIS

AlphaOne Investment Services Portfolio holdings

AUM $79.4M
1-Year Est. Return 49.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.07M
2 +$4.51M
3 +$3.93M
4
JPM icon
JPMorgan Chase
JPM
+$3.51M
5
STRL icon
Sterling Infrastructure
STRL
+$3.31M

Top Sells

1 +$10.1M
2 +$6.65M
3 +$3.62M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$3.24M
5
LDL
Lydall, Inc.
LDL
+$1.75M

Sector Composition

1 Financials 26.47%
2 Industrials 16.58%
3 Technology 15.59%
4 Communication Services 12.24%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-433,200