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
$1.45B
AUM Growth
-$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$28.5M
3
+$7.09M
4
KR icon
Kroger
KR
+$1.95M
5
INGR icon
Ingredion
INGR
+$1.43M

Top Sells

1
+$42.4M
2
+$31.9M
3
+$27.9M
4
SHW icon
Sherwin-Williams
SHW
+$25.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$24.7M

Sector Composition

1 Technology 19.65%
2 Consumer Discretionary 18.89%
3 Financials 15.24%
4 Communication Services 14.38%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,582
102
– –
-3,519
103
– –
-1,070
1 2 3 4
5