ARTA
A.R.T. Advisors Portfolio holdings
AUM
$1.8M
1-Year Return
57.47%
This Quarter Return
+9.59%
1 Year Return
+57.47%
3 Year Return
+81.9%
5 Year Return
+179.01%
10 Year Return
–
AUM
$309M
AUM Growth
-$1.7B
(-85%)
Cap. Flow
-$1.74B
Cap. Flow
% of AUM
-564.24%
Top 10 Holdings %
Top 10 Hldgs %
10.56%
Holding
1,595
New
284
Increased
27
Reduced
307
Closed
976
Top Buys
| 1 |
Walt Disney
DIS
|
+$2.74M |
| 2 |
Simon Property Group
SPG
|
+$2.26M |
| 3 |
SWN
Southwestern Energy Company
SWN
|
+$2.1M |
| 4 |
Costco
COST
|
+$1.77M |
| 5 |
Kroger
KR
|
+$1.76M |
Top Sells
| 1 |
PepsiCo
PEP
|
+$23.4M |
| 2 |
Amgen
AMGN
|
+$14.1M |
| 3 |
Mastercard
MA
|
+$13.9M |
| 4 |
GE Aerospace
GE
|
+$13.9M |
| 5 |
TechnipFMC
FTI
|
+$13.8M |
Sector Composition
| 1 | Technology | 14.75% |
| 2 | Consumer Discretionary | 13.5% |
| 3 | Industrials | 12.1% |
| 4 | Healthcare | 12.05% |
| 5 | Financials | 8.16% |