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
$2.86B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$28.4M
3
+$16.6M
4
CPRT icon
Copart
CPRT
+$14.3M
5
CTAS icon
Cintas
CTAS
+$14.1M

Top Sells

1
+$69.2M
2
+$43M
3
+$32.3M
4
AAPL icon
Apple
AAPL
+$10.9M
5
TJX icon
TJX Companies
TJX
+$8.97M

Sector Composition

1 Technology 26.24%
2 Communication Services 17.32%
3 Consumer Discretionary 15.92%
4 Healthcare 15.48%
5 Financials 13.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$220M 7.69%
2,408,980
-119,484
2
$188M 6.59%
2,654,840
-42,320
3
$169M 5.93%
745,692
-8,986
4
$117M 4.08%
394,066
+21,238
5
$114M 3.99%
314,208
-15,629
6
$113M 3.94%
70,674
+990
7
$111M 3.88%
1,135,080
+455,618
8
$109M 3.8%
423,940
-2,812
9
$98M 3.43%
878,686
+26,984
10
$94.5M 3.31%
377,413
-6,453
11
$82.2M 2.88%
249,485
-8,091
12
$81.8M 2.86%
423,408
-6,482
13
$80.8M 2.83%
640,339
+1,156
14
$78.1M 2.74%
3,261,556
-14,620
15
$76.6M 2.68%
499,180
+53,848
16
$74.7M 2.61%
319,836
-2,109
17
$73.6M 2.58%
1,454,904
-177,455
18
$73.4M 2.57%
1,130,468
+11,734
19
$61.4M 2.15%
301,888
+81,412
20
$60.4M 2.11%
138,774
+31,040
21
$59.4M 2.08%
308,544
-3,636
22
$54.7M 1.91%
760,431
+8,782
23
$53.4M 1.87%
389,475
-12,786
24
$51.1M 1.79%
935,539
-3,645
25
$45.7M 1.6%
465,694
+67,143
1
2 3 4