Michelle Carter

@Polianta Ltd

Latest period2024 - Q4

Reported2d ago

Managed Assets$209.294M

Total holdings72

Assets growth rate-1.76%

Assets growth rate (2-Q avg)3.03%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polianta Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Polianta Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 209.294M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Michelle Carter, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EWLIshares Msci Switzerland Etf Recent Activity Increased 44.54%	7.32%	$15.318M 333,300 shares@ $45.96 avg price	Increased 44.54%
IVEIshares S&p 500 Value Etf Recent Activity Increased 0.81%	3.43%	$7.177M 37,600 shares@ $190.88 avg price	Increased 0.81%
EZAIshares Msci South Africa Etf Recent Activity Increased 3.83%	2.89%	$6.035M 144,000 shares@ $41.91 avg price	Increased 3.83%
TGTTarget Corp Recent Activity Increased 39.19%	0.67%	$1.392M 10,300 shares@ $135.15 avg price	Increased 39.19%
CNCCentene Corp Recent Activity Increased 41.67%	0.64%	$1.338M 22,100 shares@ $60.55 avg price	Increased 41.67%
XUnited States Steel Corp Recent Activity Increased 26.37%	0.64%	$1.335M 39,300 shares@ $33.97 avg price	Increased 26.37%
BIOBio-rad Laboratories Inc Recent Activity Increased 21.22%	0.63%	$1.314M 4,000 shares@ $328.5 avg price	Increased 21.22%
EGEverest Group Ltd Recent Activity Increased 20.69%	0.61%	$1.268M 3,500 shares@ $362.29 avg price	Increased 20.69%
KHCKraft Heinz Co The Recent Activity Increased 23.27%	0.6%	$1.252M 40,800 shares@ $30.69 avg price	Increased 23.27%
NUENucor Corp Recent Activity Increased 33.77%	0.58%	$1.202M 10,300 shares@ $116.7 avg price	Increased 33.77%