ALA

Atherton Lane Advisers Portfolio holdings

AUM $1.72B
1-Year Est. Return 0.32%
This Quarter Est. Return
1 Year Est. Return
+0.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$20.5M
3
+$19.1M
4
CAKE icon
Cheesecake Factory
CAKE
+$16.8M
5
NOC icon
Northrop Grumman
NOC
+$12.7M

Top Sells

1
+$25.2M
2
+$20.5M
3
+$18.2M
4
MFC icon
Manulife Financial
MFC
+$14.3M
5
CAT icon
Caterpillar
CAT
+$14.1M

Sector Composition

1 Financials 16%
2 Industrials 12.99%
3 Healthcare 12.61%
4 Consumer Discretionary 12.1%
5 Technology 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.01%
5,808
-752
227
$275K 0.01%
6,628
-1,210
228
$271K 0.01%
1,077
-732
229
$270K 0.01%
5,248
230
$266K 0.01%
7,124
-2,388
231
$264K 0.01%
7,450
-12,555
232
$251K 0.01%
5,930
-151
233
$249K 0.01%
2,306
-576
234
$245K 0.01%
5,319
-2,322
235
$245K 0.01%
3,210
236
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5,460
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237
$240K 0.01%
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-156
238
$234K 0.01%
8,980
239
$233K 0.01%
3,153
-917
240
$232K 0.01%
2,450
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241
$232K 0.01%
2,519
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242
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5,500
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243
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8,172
244
$224K 0.01%
5,391
245
$224K 0.01%
5,589
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246
$215K 0.01%
4,140
-4,285
247
$215K 0.01%
4,775
-225
248
$212K 0.01%
2,399
-335
249
$210K 0.01%
+1,828
250
$209K 0.01%
+5,053
8 9
10
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