AG

Artal Group Portfolio holdings

AUM $758M
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-33.99%
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 83.23%
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
151
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152
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153
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-400,000
154
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155
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156
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-100,000
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158
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-800,000
159
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0
161
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162
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-75,000
163
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-100,000
164
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-100,000
3 4 5 6
7