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
151
$790K 0.05%
9,470
-500
152
$771K 0.04%
18,624
-10,645
153
$737K 0.04%
6,340
-305
154
$731K 0.04%
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155
$708K 0.04%
20,295
+1,025
156
$704K 0.04%
52,004
-14,058
157
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158
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6,905
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159
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6,437
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160
$662K 0.04%
61,944
+6,249
161
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39,520
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162
$628K 0.04%
25,530
+2,010
163
$621K 0.04%
3
164
$606K 0.03%
25,903
+3,438
165
$595K 0.03%
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166
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22,829
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167
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10,138
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168
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169
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34,515
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170
$560K 0.03%
8,700
171
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5,885
-3,302
172
$554K 0.03%
8,548
-235
173
$554K 0.03%
14,020
-2,678
174
$535K 0.03%
25,055
+690
175
$527K 0.03%
10,006
5 6
7
8 9