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
$1.62B
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$14.2M
3
+$10.3M
4
VMC icon
Vulcan Materials
VMC
+$8.1M
5
OPEN
OPENTABLE,INC COMMON STOCK
OPEN
+$6.07M

Top Sells

1
+$18.9M
2
+$13.1M
3
+$11.1M
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$10.7M
5
IBM icon
IBM
IBM
+$2.97M

Sector Composition

1 Financials 20.41%
2 Industrials 17.18%
3 Technology 11.4%
4 Healthcare 9.74%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.9M 4.01%
3,711,497
+1,526,332
2
$61.9M 3.83%
2,712,205
+34,865
3
$38.8M 2.4%
1,397,740
+21,400
4
$38.1M 2.36%
765,544
-5,084
5
$34.1M 2.11%
1,983,942
+30,671
6
$32.1M 1.99%
256,084
+580
7
$31.3M 1.94%
1,583,094
-75,679
8
$29.9M 1.85%
491,788
+3,367
9
$29.5M 1.83%
274,479
-2,339
10
$29.1M 1.8%
455,405
+5,106
11
$28.7M 1.77%
552,109
+3,410
12
$28.4M 1.76%
321,134
-1,274
13
$28.1M 1.74%
288,294
+8,297
14
$27.8M 1.72%
514,109
+5,486
15
$27.8M 1.72%
186,288
+715
16
$26.9M 1.67%
863,699
+13,771
17
$26.5M 1.64%
213,810
-2,285
18
$26.5M 1.64%
406,877
+250
19
$25.9M 1.6%
1,002,177
-15,884
20
$25.8M 1.6%
81,978
+911
21
$25.6M 1.58%
340,481
+1,125
22
$25.2M 1.56%
318,253
+5,994
23
$24.9M 1.54%
207,695
+1,805
24
$24.8M 1.54%
508,310
-6,118
25
$24.6M 1.52%
666,604
-2,388
1
2 3 4 5