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Matthew Sutula

@Alps Advisors Inc

Latest period2024 - Q3ReportedManaged Assets$14.942BTotal holdings993
Assets growth rate2.57%Assets growth rate (2-Q avg)2.85%Continuous growth in asset value11 quarters

Portfolio positions

This chart displays the top 10 holdings in Alps Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 993 positions.

Assets under management

The assets under management (AUM) of Alps Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.942B in assets, with a quarterly growth rate of 2.57% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Matthew Sutula, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$14.486M
1.116M shares@ $12.99 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$13.561M
191,517 shares@ $70.82 avg price
OCOwens Corning New
Recent Activity
Exited
0%
$12.13M
69,823 shares@ $173.73 avg price
PRIPrimerica Inc
Recent Activity
Exited
0%
$11.82M
49,964 shares@ $236.58 avg price
TFXTeleflex Incorporated
Recent Activity
Exited
0%
$11.659M
55,434 shares@ $210.33 avg price
TTCToro Co
Recent Activity
Exited
0%
$10.521M
112,513 shares@ $93.52 avg price
VSTVistra Corp
Recent Activity
Exited
0%
$8.234M
95,764 shares@ $85.99 avg price
PDCOPatterson Cos Inc
Recent Activity
Exited
0%
$7.14M
296,025 shares@ $24.12 avg price
POWIPower Integrations Inc
Recent Activity
Exited
0%
$6.412M
91,345 shares@ $70.2 avg price
DHRDanaher Corporation
Recent Activity
Exited
0%
$5.965M
23,874 shares@ $249.86 avg price