ACM
Alta Capital Management Portfolio holdings
AUM
$1.76B
This Quarter Return
+5.57%
1 Year Return
+18.4%
3 Year Return
+86.46%
5 Year Return
+122.11%
10 Year Return
+286.18%
AUM
$1.18B
AUM Growth
+$1.18B
(-1.9%)
Cap. Flow
-$49M
Cap. Flow
% of AUM
-4.17%
Top 10 Holdings %
Top 10 Hldgs %
36.84%
Holding
104
New
4
Increased
31
Reduced
52
Closed
13
Top Buys
| 1 |
Fastenal
FAST
|
$27.7M |
| 2 |
Visa
V
|
$24.9M |
| 3 |
Maximus
MMS
|
$19.4M |
| 4 |
Biogen
BIIB
|
$4.42M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$2.86M |
Top Sells
| 1 |
LKQ Corp
LKQ
|
$24.7M |
| 2 |
Novo Nordisk
NVO
|
$19.4M |
| 3 |
Oracle
ORCL
|
$17.4M |
| 4 |
Apple
AAPL
|
$7.22M |
| 5 |
Qualcomm
QCOM
|
$7.18M |
Sector Composition
| 1 | Healthcare | 18.32% |
| 2 | Industrials | 17.71% |
| 3 | Technology | 15.86% |
| 4 | Financials | 14.73% |
| 5 | Consumer Discretionary | 13.73% |