ACM

Alta Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$9.22M
2 +$8.27M
3 +$2.82M
4
WMT icon
Walmart
WMT
+$1.58M
5
LLY icon
Eli Lilly
LLY
+$1.46M

Top Sells

1 +$9.98M
2 +$5.67M
3 +$5.61M
4
BR icon
Broadridge
BR
+$5.2M
5
PYPL icon
PayPal
PYPL
+$3.74M

Sector Composition

1 Technology 36.15%
2 Consumer Discretionary 16.51%
3 Financials 13.18%
4 Healthcare 11.16%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$28.5M 1.84%
209,619
+1,944
27
$23.2M 1.5%
468,800
-24,930
28
$18.8M 1.22%
91,518
-25,255
29
$18.8M 1.21%
208,192
-62,828
30
$17.5M 1.13%
285,545
-60,884
31
$16.8M 1.08%
75,418
+2,676
32
$16.8M 1.08%
199,073
+3,142
33
$15.7M 1.01%
457,469
-19,204
34
$15.3M 0.99%
143,956
-5,124
35
$14.4M 0.93%
95,404
-1,640
36
$14.2M 0.92%
50,194
+184
37
$13.7M 0.88%
279,029
-5,227
38
$9.68M 0.63%
3,744
-118
39
$9.35M 0.6%
23,451
-297
40
$9.22M 0.6%
+19,388
41
$7.61M 0.49%
13,703
-71
42
$5.12M 0.33%
38,436
+803
43
$4.55M 0.29%
26,772
+733
44
$3.8M 0.25%
75,294
+23,318
45
$3.7M 0.24%
23,083
+7,567
46
$3.63M 0.23%
16,798
+675
47
$3.61M 0.23%
25,650
+20,000
48
$3.58M 0.23%
94,926
-1,570
49
$3.26M 0.21%
151,273
+6,092
50
$3.1M 0.2%
10,470
+497