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
$832M
AUM Growth
+$91.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$2.78M
3
+$1.21M
4
TJX icon
TJX Companies
TJX
+$1.13M
5
TUP
Tupperware Brands Corporation
TUP
+$1.12M

Top Sells

1
+$10.2M
2
+$7.53M
3
+$1M
4
DIS icon
Walt Disney
DIS
+$946K
5
MIDD icon
Middleby
MIDD
+$677K

Sector Composition

1 Healthcare 17.06%
2 Technology 16.64%
3 Industrials 13.51%
4 Financials 13.47%
5 Consumer Discretionary 12.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.03%
+10,085
77
$213K 0.03%
5,168
-1,035
78
$204K 0.02%
3,950
-1,025
79
$200K 0.02%
2,652
+4
80
$200K 0.02%
+641
81
$177K 0.02%
12,840
+1,285
82
$176K 0.02%
15,695
-995
83
$144K 0.02%
+10,785
84
$133K 0.02%
5,968
+1,260
85
$128K 0.02%
+10,555
86
$110K 0.01%
+18,570
87
– –
-14,996
88
– –
-16,738
89
– –
-6,750
1 2 3
4