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
$4.39B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$32.5M
3
+$31.6M
4
SAGE
Sage Therapeutics
SAGE
+$24.7M
5
VERV
Verve Therapeutics
VERV
+$20.8M

Top Sells

1
+$98.3M
2
+$47M
3
+$38.4M
4
AVGO icon
Broadcom
AVGO
+$34.8M
5
BEKE icon
KE Holdings
BEKE
+$34.2M

Sector Composition

1 Healthcare 83.23%
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
76
$12.1M 0.28%
250,000
77
$11.4M 0.26%
+35,000
78
$11M 0.25%
525,000
79
$10.8M 0.25%
138,956
+48,077
80
$10.5M 0.24%
300,000
+60,000
81
$10.5M 0.24%
65,000
-25,236
82
$10.3M 0.23%
27,500
83
$9.89M 0.23%
+500,000
84
$9.78M 0.22%
2,500,000
85
$9.27M 0.21%
170,000
+67,500
86
$8.8M 0.2%
+100,000
87
$8.78M 0.2%
96,635
88
$8.69M 0.2%
22,500
89
$8.58M 0.2%
700,000
90
$8.41M 0.19%
250,000
91
$8.31M 0.19%
400,000
92
$8.23M 0.19%
150,000
93
$7.96M 0.18%
400,000
94
$7.93M 0.18%
1,000,000
95
$7.92M 0.18%
180,386
96
$7.86M 0.18%
400,000
97
$7.84M 0.18%
1,311,291
98
$7.81M 0.18%
200,000
99
$7.46M 0.17%
750,000
100
$7.32M 0.17%
200,000
2 3
4
5 6