AA
Altman Advisors Portfolio holdings
AUM
$261M
1-Year Est. Return
28.32%
1 Year Est. Return
+28.32%
AUM
$261M
AUM Growth
+$16.6M
(+6.8%)
Holding
98
Top Buys
| 1 | +$2.06M | |
| 2 | +$2.05M | |
| 3 | +$1.81M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.57M |
| 5 |
Eli Lilly
LLY
|
+$1.21M |
Top Sells
| 1 | +$2.54M | |
| 2 | +$2.48M | |
| 3 | +$2.19M | |
| 4 |
Sherwin-Williams
SHW
|
+$1.88M |
| 5 |
NextEra Energy
NEE
|
+$1.71M |
Sector Composition
| 1 | Technology | 24.96% |
| 2 | Financials | 14.97% |
| 3 | Consumer Discretionary | 8.62% |
| 4 | Communication Services | 8.3% |
| 5 | Healthcare | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mizuho Financial
MFG
$91.1B
| $2.97M | 1.14% |
443,163
-6,729
|
|
||
27
UBS Group
UBS
$126B
| $2.94M | 1.13% |
71,772
-53
|
|
||
28
Expedia Group
EXPE
$32.3B
| $2.89M | 1.1% |
13,511
-43
|
|
||
29
JPMorgan Chase
JPM
$859B
| $2.88M | 1.1% |
9,141
-24
|
|
||
30
IBM
IBM
$289B
| $2.8M | 1.07% |
9,929
+34
|
|
||
31
Franklin FTSE India ETF
FLIN
$2.61B
| $2.71M | 1.04% |
72,790
+500
|
|
||
32
TIM SA
TIMB
$10.5B
| $2.71M | 1.04% |
121,304
+874
|
|
||
33
Uber
UBER
$192B
| $2.7M | 1.03% |
27,526
+99
|
|
||
34
Morgan Stanley
MS
$280B
| $2.69M | 1.03% |
16,908
-115
|
|
||
35
Eaton
ETN
$132B
| $2.66M | 1.02% |
7,106
-1
|
|
||
36
Bank of America
BAC
$396B
| $2.58M | 0.99% |
50,006
+59
|
|
||
37
Visa
V
$643B
| $2.57M | 0.98% |
7,537
+51
|
|
||
|
38
Eli Lilly
LLY
$907B
| $2.57M | 0.98% |
3,372
+1,581
|
|
||
39
3M
MMM
$88.8B
| $2.57M | 0.98% |
16,550
-319
|
|
||
40
Twilio
TWLO
$19.2B
| $2.56M | 0.98% |
25,598
+4,937
|
|
||
41
Gilead Sciences
GILD
$149B
| $2.48M | 0.95% |
22,319
+333
|
|
||
42
Cheniere Energy
LNG
$44.4B
| $2.4M | 0.92% |
10,231
+25
|
|
||
43
General Dynamics
GD
$90.8B
| $2.36M | 0.9% |
6,929
+22
|
|
||
44
McDonald's
MCD
$221B
| $2.36M | 0.9% |
7,773
+162
|
|
||
45
Mastercard
MA
$494B
| $2.31M | 0.88% |
4,058
-2
|
|
||
46
Goldman Sachs
GS
$255B
| $2.3M | 0.88% |
2,889
+13
|
|
||
47
Alibaba
BABA
$378B
| $2.27M | 0.87% |
12,714
+148
|
|
||
48
PNC Financial Services
PNC
$77.6B
| $2.21M | 0.85% |
11,007
+14
|
|
||
49
Intercontinental Exchange
ICE
$90B
| $2.2M | 0.84% |
13,046
+93
|
|
||
50
Novartis
NVS
$254B
| $2.2M | 0.84% |
17,136
+136
|
|