AL
Arnhold LLC Portfolio holdings
AUM
$1.1B
This Quarter Return
+6.54%
1 Year Return
+33.06%
3 Year Return
+77.13%
5 Year Return
+127.7%
10 Year Return
–
AUM
$883M
AUM Growth
+$883M
(+1.9%)
Cap. Flow
-$43.9M
Cap. Flow
% of AUM
-4.98%
Top 10 Holdings %
Top 10 Hldgs %
41.42%
Holding
139
New
4
Increased
26
Reduced
37
Closed
7
Top Buys
| 1 |
Kyndryl
KD
|
$10.3M |
| 2 |
Bristol-Myers Squibb
BMY
|
$7.95M |
| 3 |
AT&T
T
|
$5.5M |
| 4 |
SLM Corp
SLM
|
$4.88M |
| 5 |
Viatris
VTRS
|
$4.68M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$12.1M |
| 2 |
Merck
MRK
|
$11.8M |
| 3 |
IHC
Independence Holding Company
IHC
|
$8.83M |
| 4 |
Progressive
PGR
|
$8.19M |
| 5 |
Pfizer
PFE
|
$7.03M |
Sector Composition
| 1 | Technology | 19.75% |
| 2 | Financials | 14.67% |
| 3 | Consumer Discretionary | 12.01% |
| 4 | Healthcare | 9.77% |
| 5 | Communication Services | 8.55% |
