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
51
$19.2M 0.39%
2,358,968
52
$18.4M 0.37%
1,720,720
53
$17.9M 0.36%
1,000,000
+200,000
54
$17.3M 0.35%
6,116,493
55
$17.1M 0.35%
550,000
56
$16.8M 0.34%
275,000
+25,000
57
$16.7M 0.34%
133,333
-16,667
58
$16.7M 0.34%
+850,000
59
$16.3M 0.33%
48,000
60
$15.6M 0.32%
450,000
61
$15.6M 0.32%
1,000,000
-25,000
62
$15.5M 0.31%
+295,000
63
$14.8M 0.3%
4,750,000
64
$14.6M 0.3%
400,000
65
$13.9M 0.28%
+500,000
66
$13.9M 0.28%
100,000
67
$13.8M 0.28%
1,000,000
68
$13.8M 0.28%
500,000
-500,000
69
$13.7M 0.28%
50,000
70
$13.6M 0.28%
1,000,000
+200,000
71
$13.5M 0.27%
400,000
72
$13M 0.26%
1,000,000
73
$12.5M 0.25%
600,000
74
$12.3M 0.25%
750,000
75
$12.2M 0.25%
+300,000
1 2
3
4 5