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
176
$546K 0.03%
8,783
-1,032
177
$541K 0.03%
+11,015
178
$539K 0.03%
8,700
179
$534K 0.03%
+5,426
180
$524K 0.03%
12,502
-1,858
181
$524K 0.03%
10,006
+3,006
182
$509K 0.03%
+30,455
183
$494K 0.03%
3,960
-200
184
$490K 0.03%
+37,600
185
$485K 0.03%
+6,035
186
$485K 0.03%
9,913
+323
187
$482K 0.03%
11,784
+665
188
$479K 0.03%
+14,555
189
$476K 0.03%
3,764
+338
190
$470K 0.03%
+9,450
191
$451K 0.03%
5,000
192
$439K 0.02%
+18,452
193
$428K 0.02%
+18,617
194
$421K 0.02%
7,004
195
$408K 0.02%
3,402
196
$401K 0.02%
4,681
+1,202
197
$401K 0.02%
10,246
-8,200
198
$396K 0.02%
11,593
-10,170
199
$395K 0.02%
+12,290
200
$386K 0.02%
4,315