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
201
$345K 0.02%
12,974
-1,177
202
$341K 0.02%
1,914
-300
203
$333K 0.02%
6,514
204
$331K 0.02%
3,623
+830
205
$330K 0.02%
4,771
206
$324K 0.02%
5,500
-1,504
207
$323K 0.02%
9,079
-2,514
208
$318K 0.02%
3,571
-1,110
209
$317K 0.02%
6,400
210
$313K 0.02%
2,460
211
$311K 0.02%
4,000
212
$309K 0.02%
7,572
213
$305K 0.02%
7,300
214
$296K 0.02%
5,544
-6,004
215
$294K 0.02%
4,514
-26
216
$291K 0.02%
7,281
+150
217
$289K 0.02%
8,564
-16,241
218
$279K 0.02%
11,721
219
$277K 0.02%
4,715
-1,495
220
$275K 0.02%
5,230
+650
221
$275K 0.02%
3,290
-45
222
$268K 0.02%
+2,293
223
$266K 0.02%
7,044
-246
224
$265K 0.02%
2,045
+225
225
$261K 0.01%
4,043
-423
7 8
9
10 11