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
51
$17M 0.97%
217,835
-45,580
52
$16.9M 0.96%
14,578
+3,057
53
$16.6M 0.94%
892,505
-11,630
54
$16.3M 0.93%
2,021,705
+194,290
55
$15.9M 0.91%
535,175
-855
56
$14.5M 0.83%
544,085
-34,002
57
$14.2M 0.81%
319,655
-45,607
58
$14.2M 0.81%
+159,752
59
$14M 0.8%
395,510
+50,915
60
$13.7M 0.78%
1,135,706
-90,205
61
$13.6M 0.78%
464,940
+663
62
$12.9M 0.73%
901,190
+249,150
63
$12.1M 0.69%
236,430
-10,917
64
$11.7M 0.67%
225,686
-83,818
65
$11.4M 0.65%
282,866
-39,439
66
$11.3M 0.64%
+125,229
67
$10.4M 0.59%
241,548
-4,594
68
$9.76M 0.56%
162,005
+19,360
69
$8.9M 0.51%
+21,599
70
$7.87M 0.45%
160,860
-156,745
71
$7.81M 0.45%
670,145
-27,565
72
$7.53M 0.43%
41,462
-2,895
73
$7.1M 0.4%
433,720
-28,979
74
$5.48M 0.31%
58,254
-1,046
75
$4.27M 0.24%
35,811
-2,942
1 2
3
4 5