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
101
$360K 0.22%
+690
102
$359K 0.22%
4,560
-100
103
$359K 0.22%
16,830
+4,290
104
$359K 0.22%
+4,780
105
$357K 0.22%
8,916
-17,067
106
$356K 0.22%
+5,880
107
$356K 0.22%
7,930
108
$355K 0.22%
3,940
-480
109
$355K 0.22%
+12,950
110
$351K 0.21%
+730
111
$350K 0.21%
+1,065
112
$349K 0.21%
2,285
+485
113
$348K 0.21%
1,480
-120
114
$346K 0.21%
+2,640
115
$346K 0.21%
+4,560
116
$345K 0.21%
+13,510
117
$343K 0.21%
+36,780
118
$342K 0.21%
+2,640
119
$342K 0.21%
+3,020
120
$341K 0.21%
9,170
121
$339K 0.21%
+17,270
122
$339K 0.21%
6,390
123
$333K 0.2%
+1,900
124
$331K 0.2%
+4,280
125
$331K 0.2%
+3,460
3 4
5
6 7