AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.8B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,028
New
Increased
Reduced
Closed

Top Buys

1 +$67.5M
2 +$19.3M
3 +$16.5M
4
COR icon
Cencora
COR
+$15.7M
5
RTX icon
RTX Corp
RTX
+$12.1M

Sector Composition

1 Technology 12.58%
2 Financials 9.19%
3 Healthcare 6.68%
4 Consumer Discretionary 5.94%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
-2,285
2027
-10,358
2028
-17,274