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
51
$18.1M 1%
365,262
-5,808
52
$17.9M 0.99%
720,751
+5,853
53
$17.5M 0.97%
203,826
+26,104
54
$17.2M 0.95%
536,030
-11,330
55
$17.1M 0.95%
1,827,415
+128,620
56
$15.6M 0.87%
578,087
-25,753
57
$15.1M 0.84%
390,003
+124,695
58
$15M 0.84%
317,605
+7,905
59
$14.2M 0.79%
322,305
+2,164
60
$13.9M 0.77%
+11,521
61
$13.3M 0.74%
1,225,911
+148,816
62
$12.2M 0.68%
464,277
-193,718
63
$12M 0.67%
344,595
+144,315
64
$11.3M 0.63%
247,347
-9,675
65
$10.1M 0.56%
697,710
+28,715
66
$9.36M 0.52%
90,380
+11,515
67
$9.1M 0.51%
+652,040
68
$9.09M 0.51%
142,645
+20,720
69
$8.99M 0.5%
246,142
-158,612
70
$8.22M 0.46%
462,699
-85,415
71
$7.69M 0.43%
44,357
-16,660
72
$7.03M 0.39%
466,803
-15,335
73
$5.97M 0.33%
59,300
-33
74
$5.06M 0.28%
38,753
+3,492
75
$3.52M 0.2%
17,976
+420
1 2
3
4 5