AI
Atria Investments Portfolio holdings
AUM
$8.47B
1-Year Return
17.45%
This Quarter Return
+9.97%
1 Year Return
+17.45%
3 Year Return
+62.94%
5 Year Return
+103.24%
10 Year Return
+229.32%
AUM
$8.47B
AUM Growth
+$667M
(+8.5%)
Cap. Flow
+$67.4M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
13.2%
Holding
2,101
New
211
Increased
944
Reduced
820
Closed
119
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 14.35% |
| 2 | Financials | 8.93% |
| 3 | Consumer Discretionary | 5.9% |
| 4 | Healthcare | 5.88% |
| 5 | Industrials | 5.63% |