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
101
$7.3M 0.15%
+200,000
102
$7.29M 0.15%
260,500
103
$7.27M 0.15%
41,800
104
$7.08M 0.14%
400,000
+300,000
105
$6.98M 0.14%
500,000
106
$6.6M 0.13%
18,750
107
$6.06M 0.12%
750,000
+210,736
108
$5.49M 0.11%
59,962
109
$5.34M 0.11%
593,030
110
$5.24M 0.11%
+3,819
111
$4.99M 0.1%
750,000
112
$4.97M 0.1%
+50,000
113
$4.92M 0.1%
300,000
114
$4.89M 0.1%
+431,894
115
$4.77M 0.1%
10,000
116
$4.75M 0.1%
1,500,000
117
$3.87M 0.08%
+1,000,000
118
$3.72M 0.08%
500,500
119
$3.71M 0.08%
200,000
120
$3.52M 0.07%
142,500
121
$3.52M 0.07%
924,898
122
$3.39M 0.07%
75,000
+7,500
123
$2.96M 0.06%
21,231
124
$2.91M 0.06%
125,000
125
$2.86M 0.06%
28,500
3 4
5
6 7