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
201
$385K 0.02%
+6,210
202
$378K 0.02%
14,151
+1,234
203
$377K 0.02%
+9,176
204
$376K 0.02%
+18,385
205
$375K 0.02%
2,214
-475
206
$366K 0.02%
1,160
-8
207
$355K 0.02%
5,102
-94
208
$351K 0.02%
+15,176
209
$346K 0.02%
6,400
210
$345K 0.02%
4,771
211
$334K 0.02%
+3,344
212
$329K 0.02%
+3,105
213
$326K 0.02%
+16,890
214
$322K 0.02%
+9,120
215
$320K 0.02%
+3,985
216
$317K 0.02%
4,466
+813
217
$316K 0.02%
7,300
218
$315K 0.02%
+12,275
219
$311K 0.02%
7,572
220
$310K 0.02%
+4,540
221
$307K 0.02%
4,000
222
$304K 0.02%
7,043
+302
223
$293K 0.02%
+3,335
224
$287K 0.02%
6,514
225
$287K 0.02%
2,460
+460
7 8
9
10 11