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
$1.18B
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$39.2M
2 +$19.9M
3 +$2.47M
4
UNP icon
Union Pacific
UNP
+$2M
5
COP icon
ConocoPhillips
COP
+$1.72M

Top Sells

1 +$37M
2 +$16.2M
3 +$1.52M
4
KO icon
Coca-Cola
KO
+$576K
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$382K

Sector Composition

1 Healthcare 19.44%
2 Industrials 17.08%
3 Consumer Discretionary 15.8%
4 Financials 14.81%
5 Technology 13.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,382
127
-11,299
128
-2,172
129
-3,356
130
-8,696