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
$1.58B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.1M
3
+$14.5M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$13.6M
5
CLF icon
Cleveland-Cliffs
CLF
+$11.3M

Top Sells

1
+$19.8M
2
+$18.9M
3
+$16.9M
4
PHK
PIMCO High Income Fund
PHK
+$16.5M
5
MCD icon
McDonald's
MCD
+$15.8M

Sector Composition

1 Financials 19.05%
2 Industrials 17.61%
3 Technology 10.89%
4 Consumer Discretionary 10.27%
5 Healthcare 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.3M 1.47%
276,818
+2,312
27
$23.2M 1.46%
220,545
-2,760
28
$22.9M 1.45%
251,840
+6,335
29
$22.8M 1.44%
191,600
-169
30
$22.7M 1.43%
280,883
+3,182
31
$22.5M 1.42%
406,627
+3,186
32
$22.3M 1.41%
514,428
+7,632
33
$22.2M 1.4%
194,408
+3,074
34
$21.8M 1.38%
398,859
+9,880
35
$21.6M 1.36%
350,229
-740
36
$21.6M 1.36%
282,557
-6,214
37
$21.6M 1.36%
292,254
-16,148
38
$20.7M 1.31%
1,343,237
+27,994
39
$20.4M 1.29%
3,975
+93
40
$20.3M 1.28%
273,004
-5,739
41
$19.8M 1.25%
680,598
-29,660
42
$19.7M 1.24%
361,938
-32,262
43
$18.6M 1.18%
301,335
+1,539
44
$18.6M 1.17%
234,480
+19,149
45
$18.2M 1.15%
+815,705
46
$18.2M 1.15%
1,145,106
-21,089
47
$18M 1.14%
802,351
-63,968
48
$17.8M 1.12%
375,948
+8,391
49
$17.7M 1.12%
195,428
-12,538
50
$17.7M 1.12%
895,546
-53,669
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2
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