We are live on
!
Find out more
ALAM
Asahi Life Asset Management Portfolio holdings
AUM
$155M
1-Year Est. Return
28.74%
This Fund
S&P 500
1 Year Est. Return
+28.74%
AUM
$155M
AUM Growth
-$24.6M
(-14%)
Holding
200
Top Buys
| 1 | +$787K | |
| 2 | +$646K | |
| 3 | +$554K | |
| 4 |
Palantir
PLTR
|
+$527K |
| 5 |
Duke Energy
DUK
|
+$476K |
Top Sells
| 1 | +$1.18M | |
| 2 | +$920K | |
| 3 | +$835K | |
| 4 |
Apple
AAPL
|
+$826K |
| 5 |
Microsoft
MSFT
|
+$727K |
Sector Composition
| 1 | Technology | 26.7% |
| 2 | Financials | 18.92% |
| 3 | Industrials | 11.54% |
| 4 | Healthcare | 10.96% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.06T
| $8.47M | 5.47% |
48,564
-6,408
|
|
||
|
2
Apple
AAPL
$4.53T
| $8.28M | 5.35% |
32,629
-3,172
|
|
||
|
3
Microsoft
MSFT
$3.06T
| $7.3M | 4.72% |
19,721
-1,738
|
|
||
4
Goldman Sachs
GS
$310B
| $6.81M | 4.4% |
8,054
-433
|
|
||
5
Caterpillar
CAT
$418B
| $6.44M | 4.16% |
9,087
+288
|
|
||
6
Alphabet (Google) Class A
GOOGL
$4.45T
| $5.14M | 3.32% |
17,861
-2,928
|
|
||
7
Amazon
AMZN
$2.63T
| $4.97M | 3.21% |
23,882
-2,205
|
|
||
8
JPMorgan Chase
JPM
$836B
| $3.95M | 2.55% |
13,419
+952
|
|
||
9
Amgen
AMGN
$186B
| $3.47M | 2.24% |
9,868
-594
|
|
||
10
Visa
V
$608B
| $3.23M | 2.09% |
10,697
+86
|
|
||
11
Home Depot
HD
$309B
| $3.16M | 2.04% |
9,606
-751
|
|
||
12
Johnson & Johnson
JNJ
$557B
| $2.92M | 1.89% |
11,957
+734
|
|
||
13
McDonald's
MCD
$197B
| $2.83M | 1.83% |
9,101
+614
|
|
||
14
Chevron
CVX
$378B
| $2.68M | 1.73% |
12,973
-1,304
|
|
||
15
UnitedHealth
UNH
$366B
| $2.55M | 1.65% |
9,417
+312
|
|
||
16
Sherwin-Williams
SHW
$73.8B
| $2.54M | 1.64% |
7,925
-562
|
|
||
17
American Express
AXP
$214B
| $2.54M | 1.64% |
8,396
-91
|
|
||
18
Travelers Companies
TRV
$63.3B
| $2.31M | 1.49% |
7,925
-562
|
|
||
19
IBM
IBM
$264B
| $2.27M | 1.47% |
9,359
+233
|
|
||
20
Walmart Inc
WMT
$953B
| $2.25M | 1.46% |
18,120
-1,493
|
|
||
21
Salesforce
CRM
$149B
| $2.11M | 1.36% |
11,280
-291
|
|
||
22
Meta Platforms (Facebook)
META
$1.49T
| $2.07M | 1.34% |
3,618
-952
|
|
||
23
Honeywell
HON
$134B
| $2.03M | 1.31% |
8,978
+491
|
|
||
24
Broadcom
AVGO
$1.87T
| $2.02M | 1.3% |
6,521
-2,538
|
|
||
25
Boeing
BA
$170B
| $1.84M | 1.19% |
9,243
+756
|
|