AGP
Artia Global Partners Portfolio holdings
AUM
$389M
This Quarter Return
+15.32%
1 Year Return
+34.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+38%)
Cap. Flow
+$72M
Cap. Flow
% of AUM
21.12%
Top 10 Holdings %
Top 10 Hldgs %
81.4%
Holding
43
New
8
Increased
6
Reduced
8
Closed
9
Top Buys
| 1 |
Eli Lilly
LLY
|
$78.4M |
| 2 |
VRNA
Verona Pharma
VRNA
|
$18M |
| 3 |
Boston Scientific
BSX
|
$13.1M |
| 4 |
Insmed
INSM
|
$11.5M |
| 5 |
Quest Diagnostics
DGX
|
$9.6M |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$17.2M |
| 2 |
Vaxcyte
PCVX
|
$13.3M |
| 3 |
Nuvalent
NUVL
|
$8.04M |
| 4 |
Alnylam Pharmaceuticals
ALNY
|
$7.51M |
| 5 |
Revolution Medicines
RVMD
|
$6.36M |
Sector Composition
| 1 | Healthcare | 100% |
