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
$1.2B
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
101
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-319
102
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-1,968
103
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-236,168
104
– –
-6,603
105
– –
-2,594
106
– –
-5,051
107
– –
-6,773
108
– –
-2,566
109
– –
-1,854
110
– –
-145
1 2 3 4
5