ALA
Atherton Lane Advisers Portfolio holdings
AUM
$1.72B
This Quarter Return
-7.89%
1 Year Return
+0.32%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.6B
AUM Growth
+$1.6B
(-11%)
Cap. Flow
-$21.7M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
26.74%
Holding
243
New
10
Increased
68
Reduced
87
Closed
15
Top Buys
| 1 |
Williams-Sonoma
WSM
|
$19.7M |
| 2 |
VF Corp
VFC
|
$16.2M |
| 3 |
Salesforce
CRM
|
$15.1M |
| 4 |
ConocoPhillips
COP
|
$14.8M |
| 5 |
Palo Alto Networks
PANW
|
$13.5M |
Top Sells
| 1 |
iShares MSCI Germany ETF
EWG
|
$37.1M |
| 2 |
Parker-Hannifin
PH
|
$23.9M |
| 3 |
Cummins
CMI
|
$20.1M |
| 4 |
GE Aerospace
GE
|
$17.8M |
| 5 |
SPLS
Staples Inc
SPLS
|
$15.2M |
Sector Composition
| 1 | Consumer Discretionary | 15.68% |
| 2 | Financials | 15.43% |
| 3 | Healthcare | 11.96% |
| 4 | Technology | 10.91% |
| 5 | Industrials | 9.67% |
