ALAM
Asahi Life Asset Management Portfolio holdings
AUM
$180M
1-Year Est. Return
27.29%
1 Year Est. Return
+27.29%
AUM
$171M
AUM Growth
+$16.7M
(+11%)
Holding
210
Top Buys
| 1 | +$1.01M | |
| 2 | +$833K | |
| 3 | +$766K | |
| 4 |
Broadcom
AVGO
|
+$758K |
| 5 |
Intuitive Surgical
ISRG
|
+$712K |
Top Sells
| 1 | +$623K | |
| 2 | +$610K | |
| 3 | +$565K | |
| 4 |
Uber
UBER
|
+$554K |
| 5 |
American Express
AXP
|
+$554K |
Sector Composition
| 1 | Technology | 28.82% |
| 2 | Financials | 19.1% |
| 3 | Consumer Discretionary | 12.43% |
| 4 | Industrials | 9.92% |
| 5 | Healthcare | 9.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Eli Lilly
LLY
$863B
| $1.57M | 0.92% |
2,019
+153
|
|
||
27
Chevron
CVX
$311B
| $1.48M | 0.87% |
10,362
+94
|
|
||
28
Merck
MRK
$214B
| $1.43M | 0.83% |
18,014
+994
|
|
||
29
3M
MMM
$89.7B
| $1.42M | 0.83% |
9,312
+434
|
|
||
30
Walmart
WMT
$815B
| $1.41M | 0.82% |
14,438
+534
|
|
||
31
Coca-Cola
KO
$302B
| $1.2M | 0.7% |
16,912
+434
|
|
||
32
Exxon Mobil
XOM
$498B
| $1.2M | 0.7% |
11,095
+2,810
|
|
||
33
Mastercard
MA
$495B
| $1.18M | 0.69% |
2,099
+820
|
|
||
34
Walt Disney
DIS
$202B
| $1.15M | 0.67% |
9,312
+434
|
|
||
35
Costco
COST
$406B
| $1.12M | 0.66% |
1,135
+602
|
|
||
36
Verizon
VZ
$167B
| $1.07M | 0.63% |
24,752
+7,854
|
|
||
37
Oracle
ORCL
$677B
| $1.01M | 0.59% |
+4,640
|
|
||
38
Bank of America
BAC
$392B
| $976K | 0.57% |
20,630
+950
|
|
||
39
Berkshire Hathaway Class B
BRK.B
$1.08T
| $919K | 0.54% |
1,891
-26
|
|
||
40
Palantir
PLTR
$462B
| $892K | 0.52% |
6,545
-725
|
|
||
41
AbbVie
ABBV
$385B
| $890K | 0.52% |
4,795
+2,975
|
|
||
42
Philip Morris
PM
$240B
| $875K | 0.51% |
4,805
+45
|
|
||
43
GE Aerospace
GE
$330B
| $862K | 0.5% |
3,350
-325
|
|
||
44
Wells Fargo
WFC
$271B
| $834K | 0.49% |
10,405
+20
|
|
||
45
Cisco
CSCO
$283B
| $829K | 0.48% |
11,952
-4,706
|
|
||
46
Netflix
NFLX
$473B
| $779K | 0.46% |
582
+98
|
|
||
47
Advanced Micro Devices
AMD
$400B
| $766K | 0.45% |
+5,400
|
|
||
48
Intuit
INTU
$182B
| $758K | 0.44% |
963
+410
|
|
||
|
49
Intuitive Surgical
ISRG
$202B
| $712K | 0.42% |
+1,310
|
|
||
50
Booking.com
BKNG
$161B
| $689K | 0.4% |
+119
|
|