ALAM

Asahi Life Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 25.48%
This Quarter Est. Return
1 Year Est. Return
+25.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$761K
3
+$695K
4
PLTR icon
Palantir
PLTR
+$673K
5
LOW icon
Lowe's Companies
LOW
+$540K

Top Sells

1
+$1M
2
+$719K
3
+$703K
4
JPM icon
JPMorgan Chase
JPM
+$690K
5
VZ icon
Verizon
VZ
+$683K

Sector Composition

1 Technology 28.85%
2 Financials 17.37%
3 Consumer Discretionary 12.67%
4 Healthcare 11.95%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.37%
590
+240
52
$596K 0.36%
13,560
-9,750
53
$562K 0.34%
14,980
-1,130
54
$540K 0.33%
+2,190
55
$538K 0.33%
+9,510
56
$528K 0.32%
+1,910
57
$528K 0.32%
+2,390
58
$526K 0.32%
3,050
-590
59
$518K 0.32%
2,440
-160
60
$515K 0.31%
+1,280
61
$515K 0.31%
+1,565
62
$512K 0.31%
9,800
63
$502K 0.31%
+1,060
64
$486K 0.3%
+4,570
65
$481K 0.29%
+5,640
66
$475K 0.29%
977
67
$474K 0.29%
1,685
-20
68
$469K 0.29%
1,015
-170
69
$467K 0.28%
8,620
-1,120
70
$466K 0.28%
7,720
+1,640
71
$454K 0.28%
4,800
-850
72
$447K 0.27%
1,380
-1,570
73
$437K 0.27%
+1,955
74
$434K 0.26%
4,820
-1,070
75
$428K 0.26%
+1,550
1 2
3
4 5