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
76
$3.89M 0.22%
+51,070
77
$3.5M 0.2%
17,752
-224
78
$2.83M 0.16%
112,332
+5,540
79
$2.82M 0.16%
40,707
-883
80
$2.63M 0.15%
15,839
+1,984
81
$2.51M 0.14%
59,386
-6,874
82
$2.42M 0.14%
28,867
+934
83
$2.36M 0.13%
19,954
+2,521
84
$2.36M 0.13%
16,753
+2,093
85
$2.34M 0.13%
32,013
+2,190
86
$2.3M 0.13%
23,267
+434
87
$2.21M 0.13%
20,747
+35
88
$2.18M 0.12%
12,209
+1,166
89
$2.16M 0.12%
46,647
+1,490
90
$2.14M 0.12%
78,508
+7,538
91
$2.08M 0.12%
33,830
+3,195
92
$1.97M 0.11%
7,882
-45
93
$1.77M 0.1%
23,977
+1,345
94
$1.7M 0.1%
37,000
-20,533
95
$1.46M 0.08%
84,833
-16,967
96
$1.45M 0.08%
45,953
-4,238
97
$1.44M 0.08%
34,202
+970
98
$1.41M 0.08%
11,876
+1,208
99
$1.37M 0.08%
32,172
-1,942
100
$1.34M 0.08%
12,200
-7,015
2 3
4
5 6