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
51
$17.4M 1.1%
270,331
+417
52
$17.1M 1.08%
+462,165
53
$16.7M 1.06%
665,283
-114,563
54
$16.2M 1.02%
394,391
-5,850
55
$15.9M 1%
384,811
-79,384
56
$15.5M 0.98%
859,740
-7,580
57
$14.5M 0.92%
172,050
+1,130
58
$14.5M 0.92%
+278,601
59
$14.4M 0.91%
546,045
-2,315
60
$13.8M 0.87%
77,159
-16,191
61
$13.8M 0.87%
246,146
-76,105
62
$13.6M 0.86%
+157,445
63
$11.3M 0.71%
+431,273
64
$10.3M 0.65%
242,532
-7,857
65
$10.2M 0.64%
532,960
+21,095
66
$8.78M 0.55%
+151,778
67
$8.41M 0.53%
184,917
-42,800
68
$8.17M 0.52%
213,540
+195,272
69
$7.42M 0.47%
+181,456
70
$6.73M 0.43%
66,540
-167,243
71
$4.66M 0.29%
+308,225
72
$4.54M 0.29%
36,310
-534
73
$3.42M 0.22%
72,733
74
$3.21M 0.2%
17,397
+624
75
$2.54M 0.16%
126,812
+6,048
1 2
3
4 5