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
101
$1.37M 0.08%
16,009
+8,571
102
$1.29M 0.07%
+29,269
103
$1.28M 0.07%
10,668
+7,977
104
$1.17M 0.07%
+10,153
105
$1.05M 0.06%
13,253
-5,678
106
$1.02M 0.06%
+3,100
107
$1.02M 0.06%
+28,590
108
$994K 0.06%
+21,078
109
$987K 0.05%
10,702
+8,545
110
$980K 0.05%
+5,894
111
$963K 0.05%
+66,062
112
$945K 0.05%
+9,445
113
$941K 0.05%
+1,911
114
$934K 0.05%
61,048
+244
115
$929K 0.05%
+34,495
116
$925K 0.05%
9,187
-563
117
$919K 0.05%
30,450
+3,226
118
$914K 0.05%
+11,920
119
$904K 0.05%
+51,125
120
$892K 0.05%
+17,224
121
$886K 0.05%
+36,200
122
$872K 0.05%
+24,805
123
$861K 0.05%
+17,900
124
$860K 0.05%
+37,820
125
$856K 0.05%
21,302
-156,430
3 4
5
6 7