AL
Aspiriant LLC Portfolio holdings
AUM
$3.15B
This Quarter Return
+4.49%
1 Year Return
+10.88%
3 Year Return
+37.52%
5 Year Return
+70.89%
10 Year Return
+100.25%
AUM
$1.17B
AUM Growth
+$1.17B
(+0.16%)
Cap. Flow
-$45.7M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
48.54%
Holding
266
New
22
Increased
34
Reduced
140
Closed
27
Top Buys
Top Sells
| 1 |
3M
MMM
|
$9.97M |
| 2 |
United Parcel Service
UPS
|
$8.06M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$4.7M |
| 4 |
US Bancorp
USB
|
$4.09M |
| 5 |
Snap-on
SNA
|
$3.58M |
Sector Composition
| 1 | Financials | 5.18% |
| 2 | Technology | 3.54% |
| 3 | Communication Services | 2.34% |
| 4 | Healthcare | 1.82% |
| 5 | Industrials | 0.99% |
