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
1
$536M 10.87%
14,818,300
2
$327M 6.63%
71,178,364
3
$292M 5.92%
850,000
4
$183M 3.72%
5,588,366
5
$176M 3.57%
1,400,000
6
$151M 3.06%
500,000
+50,000
7
$137M 2.79%
850,000
+125,000
8
$127M 2.58%
750,000
9
$117M 2.38%
1,350,000
+50,000
10
$113M 2.3%
4,633,791
-250,000
11
$104M 2.12%
1,819,186
12
$91.5M 1.86%
1,100,000
-25,000
13
$75.7M 1.54%
281,419
14
$63M 1.28%
750,000
15
$60.3M 1.22%
797,445
16
$57.8M 1.17%
2,000,000
17
$56.8M 1.15%
1,000,000
+350,000
18
$51.2M 1.04%
2,000,000
-500,000
19
$45.9M 0.93%
101,016
20
$41.2M 0.84%
500,000
+100,000
21
$40.5M 0.82%
250,000
22
$39.2M 0.8%
500,000
23
$38.8M 0.79%
+400,000
24
$36.7M 0.74%
+75,000
25
$36.1M 0.73%
3,750,000
1
2 3 4 5