AG

Artal Group Portfolio holdings

AUM $715M
1-Year Est. Return 28.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.98B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$7.5M
3
+$6.05M
4
ATRA icon
Atara Biotherapeutics
ATRA
+$4.89M
5
NTB icon
Bank of N.T. Butterfield & Son
NTB
+$4.86M

Top Sells

1
+$699M
2
+$20.1M
3
+$10.6M
4
BABA icon
Alibaba
BABA
+$9.27M
5
APTV icon
Aptiv
APTV
+$8.43M

Sector Composition

1 Consumer Staples 52.49%
2 Healthcare 35.39%
3 Consumer Discretionary 9.17%
4 Financials 1.81%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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0
77
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-50,000
78
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0
79
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0
80
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0
81
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0
82
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0
83
– –
-1,024,020
1 2 3
4