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
$1.24B
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$33.6M
2 +$10.1M
3 +$6.58M
4
PRGO icon
Perrigo
PRGO
+$6.3M
5
PSX icon
Phillips 66
PSX
+$6.03M

Top Sells

1 +$35.7M
2 +$25M
3 +$1.55M
4
KND
Kindred Healthcare
KND
+$475K
5
ELV icon
Elevance Health
ELV
+$427K

Sector Composition

1 Healthcare 16.94%
2 Financials 15.6%
3 Consumer Discretionary 15.05%
4 Industrials 14.58%
5 Technology 12.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$230K 0.02%
3,473
102
$226K 0.02%
5,028
103
$226K 0.02%
2,207
-696
104
$220K 0.02%
+5,262
105
$216K 0.02%
2,561
-496
106
$215K 0.02%
+2,598
107
$208K 0.02%
5,949
-480
108
$84K 0.01%
11,395
-120
109
-10,370
110
-3,056
111
-5,131
112
-7,324
113
-3,274
114
-7,799
115
-8,737