ALA
Atherton Lane Advisers Portfolio holdings
AUM
$1.72B
1-Year Est. Return
0.32%
1 Year Est. Return
+0.32%
AUM
$1.72B
AUM Growth
+$117M
(+7.3%)
Holding
244
Top Buys
| 1 | +$35.1M | |
| 2 | +$12.2M | |
| 3 | +$8.83M | |
| 4 |
Salesforce
CRM
|
+$5.27M |
| 5 |
CLR
CONTINENTAL RESOURCES INC.
CLR
|
+$4.47M |
Top Sells
| 1 | +$33.6M | |
| 2 | +$17.2M | |
| 3 | +$11.9M | |
| 4 |
iShares MSCI Hong Kong ETF
EWH
|
+$5.71M |
| 5 |
CHK
Chesapeake Energy Corporation
CHK
|
+$2.04M |
Sector Composition
| 1 | Consumer Discretionary | 15.98% |
| 2 | Financials | 15.24% |
| 3 | Healthcare | 12.76% |
| 4 | Technology | 11.34% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ryder
R
$6.84B
| $15.8M | 0.92% |
278,316
+9,200
|
|
||
52
F5
FFIV
$14.2B
| $15.2M | 0.89% |
157,088
+1,915
|
|
||
|
WFM
53
DELISTED
Whole Foods Market Inc
WFM
| $14.9M | 0.87% |
443,769
-6,068
|
|
||
54
Helmerich & Payne
HP
$2.6B
| $14.9M | 0.86% |
277,440
-4,775
|
|
||
55
Synchronoss Technologies
SNCR
$59.5M
| $14.6M | 0.85% |
46,200
-35
|
|
||
|
APC
56
DELISTED
Anadarko Petroleum
APC
| $13.1M | 0.76% |
269,760
-4,795
|
|
||
57
Expedia Group
EXPE
$31.9B
| $12.2M | 0.71% |
+97,877
|
|
||
|
LOCK
58
DELISTED
LifeLock, Inc.
LOCK
| $11.5M | 0.67% |
801,085
-51,005
|
|
||
59
Nordic American Tanker
NAT
$754M
| $10.2M | 0.59% |
661,298
+113,122
|
|
||
60
SPDR S&P China ETF
GXC
$490M
| $8.83M | 0.51% |
+120,153
|
|
||
61
Vanguard Total Stock Market ETF
VTI
$547B
| $6.31M | 0.37% |
60,479
+327
|
|
||
62
GE Aerospace
GE
$324B
| $5.79M | 0.34% |
38,819
-5,414
|
|
||
63
SPDR S&P 500 ETF Trust
SPY
$666B
| $5M | 0.29% |
24,530
+2,103
|
|
||
64
Zillow
Z
$17.7B
| $4.79M | 0.28% |
203,916
-11,086
|
|
||
65
Exxon Mobil
XOM
$494B
| $4.6M | 0.27% |
59,003
+1,058
|
|
||
|
CLR
66
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $4.47M | 0.26% |
+194,500
|
|
||
67
Zillow
ZG
$17.1B
| $3.89M | 0.23% |
149,481
+42,430
|
|
||
68
Chevron
CVX
$310B
| $3.37M | 0.2% |
37,403
+2,507
|
|
||
69
Public Storage
PSA
$48.8B
| $3.36M | 0.2% |
13,562
-200
|
|
||
70
Apple
AAPL
$3.97T
| $3.2M | 0.19% |
121,632
+13,780
|
|
||
71
Invesco QQQ Trust
QQQ
$387B
| $2.7M | 0.16% |
24,121
+1,409
|
|
||
72
Microsoft
MSFT
$3.69T
| $2.68M | 0.16% |
48,294
+1,415
|
|
||
73
Essex Property Trust
ESS
$16.8B
| $2.56M | 0.15% |
10,676
-159
|
|
||
74
Equity Residential
EQR
$22.7B
| $2.55M | 0.15% |
31,267
-625
|
|
||
75
Federal Realty Investment Trust
FRT
$8.4B
| $2.46M | 0.14% |
16,837
-505
|
|