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
126
$855K 0.05%
+25,570
127
$853K 0.05%
+11,139
128
$851K 0.05%
6,645
+4,220
129
$841K 0.05%
9,970
130
$841K 0.05%
+42,154
131
$841K 0.05%
17,850
132
$840K 0.05%
+15,240
133
$838K 0.05%
+25,567
134
$832K 0.05%
+4,955
135
$828K 0.05%
+18,280
136
$827K 0.05%
+16,665
137
$822K 0.05%
+4,173
138
$819K 0.05%
+24,750
139
$817K 0.05%
+7,915
140
$804K 0.04%
+15,515
141
$798K 0.04%
+29,310
142
$792K 0.04%
+22,150
143
$791K 0.04%
+15,826
144
$783K 0.04%
+25,380
145
$777K 0.04%
+19,350
146
$770K 0.04%
+35,905
147
$766K 0.04%
+24,730
148
$761K 0.04%
+7,861
149
$751K 0.04%
+22,415
150
$745K 0.04%
+49,270
4 5
6
7 8