ALAM
Asahi Life Asset Management Portfolio holdings
AUM
$171M
This Quarter Return
+12.61%
1 Year Return
+25.48%
3 Year Return
+100.87%
5 Year Return
+162.41%
10 Year Return
–
AUM
$302M
AUM Growth
+$302M
(-6.6%)
Cap. Flow
-$55.5M
Cap. Flow
% of AUM
-18.36%
Top 10 Holdings %
Top 10 Hldgs %
38%
Holding
278
New
40
Increased
71
Reduced
75
Closed
89
Top Buys
| 1 |
D.R. Horton
DHI
|
$929K |
| 2 |
NVIDIA
NVDA
|
$517K |
| 3 |
TJX Companies
TJX
|
$508K |
| 4 |
Booking.com
BKNG
|
$500K |
| 5 |
PayPal
PYPL
|
$438K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$6.44M |
| 2 |
Goldman Sachs
GS
|
$3.88M |
| 3 |
McDonald's
MCD
|
$3.49M |
| 4 |
Home Depot
HD
|
$3.42M |
| 5 |
Amgen
AMGN
|
$2.86M |
Sector Composition
| 1 | Healthcare | 19.65% |
| 2 | Technology | 18.38% |
| 3 | Financials | 16.82% |
| 4 | Consumer Discretionary | 14.98% |
| 5 | Industrials | 10.59% |