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
$1.6B
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.2M
3
+$15.1M
4
COP icon
ConocoPhillips
COP
+$14.8M
5
PANW icon
Palo Alto Networks
PANW
+$13.5M

Top Sells

1
+$37.1M
2
+$23.9M
3
+$20.1M
4
GE icon
GE Aerospace
GE
+$17.8M
5
SPLS
Staples Inc
SPLS
+$15.2M

Sector Composition

1 Consumer Discretionary 15.68%
2 Financials 15.43%
3 Healthcare 11.96%
4 Technology 10.91%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
51
ConocoPhillips
COP
$107B
$15.5M 0.97%
324,209
+309,231
CRM icon
52
Salesforce
CRM
$228B
$15.1M 0.94%
+217,477
WFM
53
DELISTED
Whole Foods Market Inc
WFM
$14.2M 0.89%
449,837
-5,234
SNCR icon
54
Synchronoss Technologies
SNCR
$59.5M
$13.6M 0.85%
46,235
+3,357
PANW icon
55
Palo Alto Networks
PANW
$144B
$13.5M 0.85%
+472,104
HP icon
56
Helmerich & Payne
HP
$2.6B
$13.3M 0.83%
282,215
-830
AWAY
57
DELISTED
HOMEAWAY INC COM
AWAY
$11.9M 0.74%
446,840
-8,730
NAT icon
58
Nordic American Tanker
NAT
$754M
$8.27M 0.52%
548,176
+1,015
LOCK
59
DELISTED
LifeLock, Inc.
LOCK
$7.46M 0.47%
852,090
-41,895
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$547B
$5.94M 0.37%
60,152
+188
Z icon
61
Zillow
Z
$17.7B
$5.8M 0.36%
+215,002
CHK
62
DELISTED
Chesapeake Energy Corporation
CHK
$5.71M 0.36%
3,893
-151
GE icon
63
GE Aerospace
GE
$324B
$5.35M 0.33%
44,233
-147,682
XOM icon
64
Exxon Mobil
XOM
$494B
$4.31M 0.27%
57,945
+3,950
SPY icon
65
SPDR S&P 500 ETF Trust
SPY
$666B
$4.3M 0.27%
22,427
+235
NOV icon
66
NOV
NOV
$5.62B
$3.54M 0.22%
94,015
-7,770
ZG icon
67
Zillow
ZG
$17.1B
$3.08M 0.19%
107,051
-220,999
AAPL icon
68
Apple
AAPL
$3.97T
$2.97M 0.19%
107,852
+724
PSA icon
69
Public Storage
PSA
$48.8B
$2.91M 0.18%
13,762
-1,042
CVX icon
70
Chevron
CVX
$310B
$2.75M 0.17%
34,896
+2,203
ESS icon
71
Essex Property Trust
ESS
$16.8B
$2.42M 0.15%
10,835
-125
EQR icon
72
Equity Residential
EQR
$22.7B
$2.4M 0.15%
31,892
-243
FRT icon
73
Federal Realty Investment Trust
FRT
$8.4B
$2.37M 0.15%
17,342
-1,257
QQQ icon
74
Invesco QQQ Trust
QQQ
$387B
$2.31M 0.14%
22,712
-650
IYR icon
75
iShares US Real Estate ETF
IYR
$3.71B
$2.25M 0.14%
31,698
-1,800
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3
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