AL

Arnhold LLC Portfolio holdings

AUM $1.1B
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$945M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$4.74M
3 +$3.91M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2M
5
HUM icon
Humana
HUM
+$1.98M

Top Sells

1 +$10.4M
2 +$6.68M
3 +$6.44M
4
AVGO icon
Broadcom
AVGO
+$6.29M
5
XPO icon
XPO
XPO
+$5.95M

Sector Composition

1 Technology 16.99%
2 Financials 15.26%
3 Consumer Discretionary 10.59%
4 Healthcare 10.43%
5 Communication Services 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-18,226
127
-2,154
128
-27,643
129
-27,499