AAM

Artha Asset Management Portfolio holdings

AUM $90.3M
1-Year Est. Return 27.7%
This Quarter Est. Return
1 Year Est. Return
-27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.5M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$6.19M
3
+$5.82M
4
MNST icon
Monster Beverage
MNST
+$5.77M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$4.96M

Top Sells

1
+$8.6M
2
+$8M
3
+$5.91M
4
WMT icon
Walmart
WMT
+$3.42M
5
PLAY icon
Dave & Buster's
PLAY
+$2.96M

Sector Composition

1 Consumer Staples 63.38%
2 Consumer Discretionary 32.55%
3 Industrials 4.06%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-120,949
27
– –
-90,263
28
– –
-146,531
29
– –
-215,210
30
– –
-77,000
31
– –
-67,000
32
– –
-15,835
33
– –
-47,675
34
– –
-1,156
35
– –
-100,000
36
– –
-25,000
37
– –
-22,619
1
2