AI

Advent International Portfolio holdings

AUM $4.97B
1-Year Est. Return 15.55%
This Quarter Est. Return
1 Year Est. Return
-15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.97B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.35B
2 +$53.4M
3 +$40.2M
4
EQH icon
Equitable Holdings
EQH
+$26.9M
5
ADSK icon
Autodesk
ADSK
+$16.3M

Top Sells

1 +$273M
2 +$147M
3 +$34.4M
4
CRS icon
Carpenter Technology
CRS
+$28.8M
5
NU icon
Nu Holdings
NU
+$27.9M

Sector Composition

1 Technology 66.04%
2 Consumer Discretionary 17.01%
3 Financials 5.77%
4 Healthcare 5.15%
5 Industrials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ATIP
26
DELISTED
ATI Physical Therapy, Inc.
ATIP
-2,316,613