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
76
$2.99M 0.17%
+41,590
77
$2.89M 0.16%
+66,260
78
$2.86M 0.16%
57,533
-15,200
79
$2.48M 0.14%
106,792
-2,268
80
$2.37M 0.13%
+13,855
81
$2.33M 0.13%
+29,823
82
$2.19M 0.12%
27,933
+8,276
83
$2.17M 0.12%
20,712
+4,108
84
$2.14M 0.12%
22,833
+9,737
85
$2.12M 0.12%
+19,215
86
$2.11M 0.12%
+17,433
87
$2.09M 0.12%
+22,800
88
$2.08M 0.12%
+14,660
89
$2.06M 0.11%
7,927
+615
90
$2.04M 0.11%
11,043
+9,843
91
$2.03M 0.11%
+70,970
92
$1.93M 0.11%
+30,635
93
$1.88M 0.1%
45,157
+21,277
94
$1.85M 0.1%
+101,800
95
$1.74M 0.1%
22,632
+12,022
96
$1.65M 0.09%
+50,191
97
$1.45M 0.08%
+33,232
98
$1.45M 0.08%
34,114
-13,035
99
$1.39M 0.08%
+53,584
100
$1.39M 0.08%
14,609
-445
2 3
4
5 6