Marcelo Perez
@Alhambra Investment Management Llc
Latest period2024 - Q4ReportedManaged Assets$194.967MTotal holdings166
Assets growth rate1.13%Assets growth rate (2-Q avg)3.37%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Alhambra Investment Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 166 positions.
Assets under management
The assets under management (AUM) of Alhambra Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 194.967M in assets, with a quarterly growth rate of 1.13% and a 2-quarter average growth rate of 3.37%. The portfolio is managed by Marcelo Perez, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MRKMerck & Co Inc
| 0.55% | $1.062M 10,673 shares@ $99.49 avg price | Increased 21.86% |
NFLXNetflix Inc
| 0.55% | $1.054M 1,182 shares@ $891.32 avg price | Decreased -0.75% |
GEGe Aerospace
| 0.54% | $1.038M 6,226 shares@ $166.8 avg price | Increased 0.2% |
MCDMcdonalds Corp
| 0.53% | $1.029M 3,550 shares@ $289.89 avg price | Decreased -0.56% |
AMGNAmgen Inc
| 0.52% | $996,948 3,825 shares@ $260.64 avg price | Increased 6.88% |
PGProcter And Gamble Co
| 0.5% | $969,878 5,785 shares@ $167.66 avg price | Increased 1.16% |
PHParker-hannifin Corp
| 0.49% | $945,160 1,486 shares@ $636.05 avg price | Decreased -0.26% |
ADBEAdobe Inc
| 0.49% | $940,498 2,115 shares@ $444.68 avg price | Decreased -14.02% |
WMTWalmart Inc
| 0.48% | $935,665 10,356 shares@ $90.36 avg price | |
ADPAutomatic Data Processing In
| 0.47% | $902,397 3,083 shares@ $292.71 avg price | Decreased -0.06% |