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
$1.2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.28M
3
+$3.42M
4
ECL icon
Ecolab
ECL
+$3.33M
5
PSX icon
Phillips 66
PSX
+$3.14M

Top Sells

1
+$3.08M
2
+$1.19M
3
+$924K
4
DE icon
Deere & Co
DE
+$408K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Healthcare 17.38%
2 Technology 17.37%
3 Financials 15.71%
4 Consumer Discretionary 15.63%
5 Industrials 14.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.14%
18,635
-4,612
52
$1.6M 0.13%
11,389
+284
53
$1.45M 0.12%
16,686
54
$1.42M 0.12%
20,617
+522
55
$1.36M 0.11%
25,868
+795
56
$1.33M 0.11%
+18,520
57
$1.27M 0.11%
+23,135
58
$1.26M 0.11%
49,863
+1,704
59
$1.17M 0.1%
12,533
+600
60
$1.14M 0.1%
+10,025
61
$1.14M 0.09%
21,254
-919
62
$1.09M 0.09%
16,228
+1,160
63
$1.03M 0.09%
9,204
64
$940K 0.08%
+105,298
65
$637K 0.05%
8,600
-420
66
$555K 0.05%
6,011
+6
67
$549K 0.05%
4,895
+105
68
$543K 0.05%
1,601
69
$487K 0.04%
3,062
70
$348K 0.03%
3,328
+105
71
$336K 0.03%
9,156
-1,783
72
$329K 0.03%
3,618
-42
73
$319K 0.03%
2,460
-150
74
$298K 0.02%
12,610
75
$294K 0.02%
15,705
1 2
3
4 5