ALAM
Asahi Life Asset Management Portfolio holdings
AUM
$171M
1-Year Est. Return
25.48%
1 Year Est. Return
+25.48%
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 | |
|---|---|---|---|---|---|---|
201
TJX Companies
TJX
$158B
| – | – |
-2,150
|
|
||
202
Thermo Fisher Scientific
TMO
$216B
| – | – |
-682
|
|
||
203
T-Mobile US
TMUS
$245B
| – | – |
-1,060
|
|
||
204
TC Energy
TRP
$52.4B
| – | – |
-8,655
|
|
||
|
205
Uber
UBER
$196B
| – | – |
-7,610
|
|
||
206
Veeva Systems
VEEV
$48B
| – | – |
-1,670
|
|
||
|
WBA
207
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-29,140
|
|
||
208
Warner Bros
WBD
$52.4B
| – | – |
-33,630
|
|
||
209
Zscaler
ZS
$51.1B
| – | – |
-1,675
|
|
||
|
EXE
210
Expand Energy Corp
EXE
$24.7B
| – | – |
-3,450
|
|