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
$1.8B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.7M
3
+$9.1M
4
AWAY
HOMEAWAY INC COM
AWAY
+$5.03M
5
WFM
Whole Foods Market Inc
WFM
+$4.82M

Top Sells

1
+$6.29M
2
+$5.79M
3
+$5.1M
4
IBM icon
IBM
IBM
+$2.89M
5
YUM icon
Yum! Brands
YUM
+$1.68M

Sector Composition

1 Financials 18.62%
2 Industrials 16.03%
3 Technology 10.98%
4 Consumer Discretionary 9.51%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.5M 1.42%
290,595
+15,946
27
$24.9M 1.38%
643,026
-23,578
28
$24.4M 1.36%
1,418,019
+46,723
29
$23.9M 1.33%
202,328
+4,075
30
$23.9M 1.33%
4,071
-13
31
$23.6M 1.31%
339,985
-496
32
$23.4M 1.3%
377,187
+14,920
33
$23.1M 1.28%
200,542
+266
34
$23.1M 1.28%
938,330
+15,350
35
$22.8M 1.26%
263,415
+180
36
$22.7M 1.26%
221,422
-1,383
37
$22.5M 1.25%
279,762
-4,156
38
$22.2M 1.23%
670,571
-15,067
39
$21.6M 1.2%
272,841
-2,570
40
$21.5M 1.19%
233,279
-7,740
41
$21.4M 1.19%
579,920
+54,240
42
$21.1M 1.17%
290,643
+4,763
43
$21.1M 1.17%
749,045
+14,352
44
$21M 1.17%
518,732
+263,469
45
$20.8M 1.16%
191,776
-2,442
46
$18.7M 1.04%
904,135
+16,255
47
$18.5M 1.03%
931,056
+9,840
48
$18.4M 1.02%
406,636
-2,093
49
$18.4M 1.02%
226,575
+31,945
50
$18.1M 1%
309,504
-28,730
1
2
3 4 5