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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
EIGEmployers Hldgs Inc
Recent Activity
Exited
0%
$1.487M
34,893 shares@ $42.64 avg price
YMMFull Truck Alliance Co Ltd
Recent Activity
Exited
0%
$1.442M
179,341 shares@ $8.05 avg price
SNDRSchneider National Inc
Recent Activity
Exited
0%
$1.386M
57,368 shares@ $24.17 avg price
MORFMorphic Hldg Inc
Recent Activity
Exited
0%
$1.331M
39,054 shares@ $34.08 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$1.082M
18,326 shares@ $59.07 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$947,372
15,672 shares@ $60.45 avg price
IRBTIrobot Corp
Recent Activity
Exited
0%
$898,091
98,583 shares@ $9.11 avg price
RGRSturm Ruger & Co Inc
Recent Activity
Exited
0%
$843,454
20,251 shares@ $41.65 avg price
DDD3-d Sys Corp Del
Recent Activity
Exited
0%
$831,368
270,804 shares@ $3.07 avg price
NKLANikola Corp
Recent Activity
Exited
0%
$810,024
98,904 shares@ $8.2 avg price