AL
Arnhold LLC Portfolio holdings
AUM
$1.1B
1-Year Return
33.06%
This Quarter Return
+9.93%
1 Year Return
+33.06%
3 Year Return
+77.13%
5 Year Return
+127.7%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$83.2M
(+8.8%)
Cap. Flow
-$2.21M
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
44.7%
Holding
122
New
3
Increased
12
Reduced
41
Closed
11
Top Buys
| 1 |
SW
Smurfit Westrock plc
SW
|
$20.4M |
| 2 |
Vertiv
VRT
|
$6.54M |
| 3 |
Everest Group
EG
|
$1.68M |
| 4 |
General Motors
GM
|
$1.65M |
| 5 |
Kyndryl
KD
|
$1.62M |
Top Sells
| 1 |
WRK
WestRock Company
WRK
|
$8.71M |
| 2 |
Axalta
AXTA
|
$6.64M |
| 3 |
Humana
HUM
|
$6.09M |
| 4 |
AT&T
T
|
$4.4M |
| 5 |
Coherent
COHR
|
$3.66M |
Sector Composition
| 1 | Technology | 18.17% |
| 2 | Financials | 14.62% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Communication Services | 10.45% |
| 5 | Healthcare | 9.84% |
