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
$1.76B
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.3M
3
+$8.9M
4
NOV icon
NOV
NOV
+$3.89M
5
LOCK
LifeLock, Inc.
LOCK
+$3.56M

Top Sells

1
+$9.36M
2
+$7.66M
3
+$7.03M
4
YUM icon
Yum! Brands
YUM
+$4.34M
5
WCC icon
WESCO International
WCC
+$3.57M

Sector Composition

1 Financials 18.39%
2 Industrials 15.2%
3 Technology 12.03%
4 Consumer Discretionary 10.15%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.1M 1.43%
199,890
-652
27
$24.4M 1.39%
185,000
+777
28
$24.1M 1.38%
237,948
-1,498
29
$23.8M 1.36%
523,765
-5,275
30
$23.8M 1.36%
336,880
-3,105
31
$23.5M 1.34%
206,282
-663
32
$23.5M 1.34%
267,583
-12,179
33
$22.8M 1.3%
288,832
-1,811
34
$21.3M 1.21%
216,798
-4,624
35
$21.2M 1.21%
553,646
+34,914
36
$21.1M 1.2%
1,427,427
+9,408
37
$20.9M 1.19%
657,385
-13,186
38
$20.9M 1.19%
743,969
-5,076
39
$20.7M 1.18%
276,785
+3,944
40
$20.1M 1.15%
212,586
+8,760
41
$19.7M 1.12%
216,468
-16,811
42
$19.7M 1.12%
960,372
+22,042
43
$19M 1.08%
191,760
-16
44
$18.2M 1.04%
583,640
+3,720
45
$17.9M 1.02%
712,242
-8,509
46
$17.9M 1.02%
229,470
+2,895
47
$17.9M 1.02%
3,893
-178
48
$17.8M 1.01%
407,069
+433
49
$17.4M 0.99%
906,471
-24,585
50
$17.4M 0.99%
457,832
+67,829
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