AL
Arnhold LLC Portfolio holdings
AUM
$1.1B
1-Year Return
33.06%
This Quarter Return
+4.89%
1 Year Return
+33.06%
3 Year Return
+77.13%
5 Year Return
+127.7%
10 Year Return
–
AUM
$1.01B
AUM Growth
-$15.9M
(-1.5%)
Cap. Flow
-$62.8M
Cap. Flow
% of AUM
-6.19%
Top 10 Holdings %
Top 10 Hldgs %
45.12%
Holding
121
New
10
Increased
8
Reduced
41
Closed
4
Top Buys
| 1 |
Uber
UBER
|
$12.5M |
| 2 |
X
US Steel
X
|
$12.4M |
| 3 |
Marqeta
MQ
|
$6.95M |
| 4 |
Kraft Heinz
KHC
|
$3.02M |
| 5 |
Elevance Health
ELV
|
$2.91M |
Top Sells
| 1 |
First Horizon
FHN
|
$11.6M |
| 2 |
Olin
OLN
|
$10.6M |
| 3 |
Coherent
COHR
|
$9.71M |
| 4 |
Broadcom
AVGO
|
$8.69M |
| 5 |
Kyndryl
KD
|
$7.65M |
Sector Composition
| 1 | Technology | 20.27% |
| 2 | Financials | 13.87% |
| 3 | Consumer Discretionary | 10.62% |
| 4 | Communication Services | 10.22% |
| 5 | Healthcare | 9.98% |
