AG

Artal Group Portfolio holdings

AUM $930M
1-Year Est. Return 3.57%
This Quarter Est. Return
1 Year Est. Return
-3.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.39B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$36.7M
3
+$30.3M
4
VERV
Verve Therapeutics
VERV
+$30.1M
5
LENZ
LENZ Therapeutics
LENZ
+$21.5M

Top Sells

1
+$98.3M
2
+$51.2M
3
+$38.4M
4
AVGO icon
Broadcom
AVGO
+$34.8M
5
BEKE icon
KE Holdings
BEKE
+$34.2M

Sector Composition

1 Healthcare 83.34%
2 Consumer Discretionary 12.19%
3 Consumer Staples 0.83%
4 Industrials 0.53%
5 Materials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.6M 0.7%
900,000
+100,000
27
$34M 0.69%
500,000
28
$32.9M 0.67%
305,700
29
$31.6M 0.64%
1,317,954
30
$31M 0.63%
800,000
-700,000
31
$30.3M 0.62%
+206,426
32
$30.1M 0.61%
+500,000
33
$29.9M 0.61%
800,000
34
$27.3M 0.55%
500,000
-25,000
35
$27.3M 0.55%
350,000
+37,300
36
$25.5M 0.52%
994,047
-100,000
37
$24.9M 0.51%
1,000,000
38
$24.3M 0.49%
2,500,000
39
$23.4M 0.47%
300,000
-150,000
40
$23.3M 0.47%
60,000
-20,000
41
$23.2M 0.47%
1,606,309
42
$22.1M 0.45%
2,255,375
43
$22.1M 0.45%
1,040,882
44
$21.9M 0.45%
80,000
+30,000
45
$21.8M 0.44%
129,126
46
$21.5M 0.44%
+100,000
47
$21.1M 0.43%
600,000
48
$20.8M 0.42%
2,600,000
49
$20.1M 0.41%
1,646,517
50
$19.6M 0.4%
48,000
1
2
3 4 5