AG

AlTi Global Portfolio holdings

AUM $4.26B
1-Year Est. Return 17.58%
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.27B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.47%
2 Energy 4.41%
3 Financials 3.19%
4 Communication Services 2.24%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$96.9K ﹤0.01%
+7,083
352
$65.4K ﹤0.01%
+26,477
353
$59K ﹤0.01%
+50,000
354
$33.3K ﹤0.01%
+12,700
355
$21.4K ﹤0.01%
+21,696
356
$5.02K ﹤0.01%
+10,000