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ALAM

Asahi Life Asset Management Portfolio holdings

AUM $155M
1-Year Est. Return 28.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$630K
3
+$624K
4
MRK icon
Merck
MRK
+$579K
5
DHR icon
Danaher
DHR
+$574K

Top Sells

1
+$853K
2
+$761K
3
+$675K
4
SPGI icon
S&P Global
SPGI
+$641K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$631K

Sector Composition

1 Technology 25.65%
2 Financials 18.27%
3 Healthcare 13.56%
4 Consumer Discretionary 12.32%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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204
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-4,570
208
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210
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-7,820
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214
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-8,300
215
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225
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