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
$1.62B
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$18.8M
3
+$5.2M
4
KHC icon
Kraft Heinz
KHC
+$1.74M
5
WBA
Walgreens Boots Alliance
WBA
+$1.73M

Top Sells

1
+$18.3M
2
+$17M
3
+$15.8M
4
ECL icon
Ecolab
ECL
+$11M
5
CBRL icon
Cracker Barrel
CBRL
+$10.4M

Sector Composition

1 Technology 20.73%
2 Consumer Discretionary 15.94%
3 Financials 14.91%
4 Communication Services 11.27%
5 Healthcare 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.01%
+11,740
77
$190K 0.01%
13,450
+3,000
78
– –
-1,410
79
– –
-1,661
80
– –
-1,115
1 2 3
4