ACM
Alta Capital Management Portfolio holdings
AUM
$1.76B
1-Year Return
18.4%
This Quarter Return
-3.81%
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
-$41.9M
(-3.4%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
37.08%
Holding
132
New
6
Increased
51
Reduced
37
Closed
20
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$39.2M |
| 2 |
CELG
Celgene Corp
CELG
|
$19.9M |
| 3 |
Maximus
MMS
|
$2.47M |
| 4 |
Union Pacific
UNP
|
$2M |
| 5 |
ConocoPhillips
COP
|
$1.72M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$37M |
| 2 |
Qualcomm
QCOM
|
$16.2M |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$1.52M |
| 4 |
Coca-Cola
KO
|
$576K |
| 5 |
BWLD
Buffalo Wild Wings, Inc.
BWLD
|
$382K |
Sector Composition
| 1 | Healthcare | 19.44% |
| 2 | Industrials | 17.14% |
| 3 | Consumer Discretionary | 15.8% |
| 4 | Financials | 14.81% |
| 5 | Technology | 13.18% |