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
$1.45B
AUM Growth
-$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$28.5M
3
+$7.09M
4
KR icon
Kroger
KR
+$1.95M
5
INGR icon
Ingredion
INGR
+$1.43M

Top Sells

1
+$42.4M
2
+$31.9M
3
+$27.9M
4
SHW icon
Sherwin-Williams
SHW
+$25.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.7M

Sector Composition

1 Technology 19.65%
2 Consumer Discretionary 18.89%
3 Financials 15.24%
4 Communication Services 14.38%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.13%
15,391
+268
52
$1.79M 0.12%
22,101
-2,365
53
$1.73M 0.12%
10,665
-1,920
54
$1.51M 0.1%
15,925
-11,380
55
$1.51M 0.1%
10,846
-1,302
56
$1.45M 0.1%
10,191
-3,446
57
$1.43M 0.1%
+17,465
58
$1.39M 0.1%
25,187
59
$1.24M 0.09%
14,025
-501
60
$1.15M 0.08%
5,785
-140,892
61
$1.08M 0.07%
2,838
+140
62
$961K 0.07%
15,780
63
$751K 0.05%
27,500
-16,350
64
$531K 0.04%
2,673
65
$462K 0.03%
3,576
66
$449K 0.03%
3,616
67
$438K 0.03%
4,674
68
$428K 0.03%
1,202
69
$417K 0.03%
6,920
-704,329
70
$396K 0.03%
3,185
-118
71
$393K 0.03%
2,435
72
$379K 0.03%
1,962
73
$345K 0.02%
4,562
-190
74
$341K 0.02%
2,364
75
$298K 0.02%
1,284
1 2
3
4 5