ACM

Alta Capital Management Portfolio holdings

AUM $1.8B
1-Year Est. Return 21.95%
This Quarter Est. Return
1 Year Est. Return
+21.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$17.6M
3
+$16.9M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$14.6M
5
NVDA icon
NVIDIA
NVDA
+$8.57M

Top Sells

1
+$19.8M
2
+$16.5M
3
+$14.9M
4
CELG
Celgene Corp
CELG
+$14.5M
5
SBUX icon
Starbucks
SBUX
+$10.7M

Sector Composition

1 Technology 19.1%
2 Financials 15.61%
3 Consumer Discretionary 14.18%
4 Communication Services 12.56%
5 Healthcare 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.1%
13,530
-255
52
$1.53M 0.1%
35,330
+1,694
53
$1.5M 0.1%
11,257
-497
54
$1.49M 0.1%
13,664
+9,457
55
$1.23M 0.08%
28,632
-411
56
$1.14M 0.07%
25,187
57
$1.01M 0.07%
9,321
-1,655
58
$939K 0.06%
+6,395
59
$886K 0.06%
6,860
-153,239
60
$830K 0.05%
11,060
-2,820
61
$817K 0.05%
15,780
62
$667K 0.04%
10,710
63
$592K 0.04%
3,705
-1,799
64
$559K 0.04%
1,734
65
$461K 0.03%
1,534
-130
66
$381K 0.02%
1,962
67
$358K 0.02%
3,299
+1
68
$347K 0.02%
2,673
69
$346K 0.02%
4,674
70
$337K 0.02%
3,576
71
$330K 0.02%
3,387
+1,200
72
$328K 0.02%
3,616
73
$320K 0.02%
1,202
74
$283K 0.02%
2,364
75
$278K 0.02%
+9,000
1 2
3
4