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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
GLWCorning Inc
Recent Activity
Decreased -4.51%
0.18%
$25.598M
566,958 shares@ $45.16 avg price
RFRegions Financial Corp New
Recent Activity
Decreased -8.87%
0.18%
$25.589M
1.097M shares@ $23.34 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -23.71%
0.17%
$25.376M
490,458 shares@ $51.75 avg price
BBYBest Buy Inc
Recent Activity
Decreased -3.5%
0.17%
$25.282M
244,747 shares@ $103.3 avg price
MMM3m Co
Recent Activity
Decreased -18.06%
0.17%
$25.098M
183,599 shares@ $136.7 avg price
OMCOmnicom Group Inc
Recent Activity
Decreased -3.66%
0.17%
$24.92M
241,032 shares@ $103.39 avg price
EVRGEvergy Inc
Recent Activity
Decreased -5.92%
0.17%
$24.917M
401,825 shares@ $62.01 avg price
AMCRAmcor Plc
Recent Activity
Decreased -1.26%
0.17%
$24.843M
2.193M shares@ $11.33 avg price
CFGCitizens Finl Group Inc
Recent Activity
Decreased -7.41%
0.17%
$24.687M
601,102 shares@ $41.07 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -7.8%
0.17%
$24.633M
575,933 shares@ $42.77 avg price