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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
BCBrunswick Corp
Recent Activity
Exited
0%
$5.717M
78,568 shares@ $72.77 avg price
CIThe Cigna Group
Recent Activity
Exited
0%
$4.367M
13,210 shares@ $330.58 avg price
CCOICogent Communications Hldgs
Recent Activity
Exited
0%
$3.739M
66,248 shares@ $56.44 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$2.69M
17,883 shares@ $150.44 avg price
GOLFAcushnet Hldgs Corp
Recent Activity
Exited
0%
$2.533M
39,906 shares@ $63.49 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$2.185M
10,179 shares@ $214.7 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Exited
0%
$1.92M
28,885 shares@ $66.48 avg price
LZBLa Z Boy Inc
Recent Activity
Exited
0%
$1.82M
48,815 shares@ $37.28 avg price
CFLTConfluent Inc
Recent Activity
Exited
0%
$1.649M
55,832 shares@ $29.54 avg price
PATHUipath Inc
Recent Activity
Exited
0%
$1.556M
122,741 shares@ $12.69 avg price