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Michelle Carter

@Polianta Ltd

Latest period2024 - Q4ReportedManaged Assets$209.294MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JLLJones Lang Lasalle Inc
Recent Activity
Increased 9.31%
0.57%
$1.189M
4,700 shares@ $252.98 avg price
MHKMohawk Industries Inc
Recent Activity
Increased 22.98%
0.52%
$1.084M
9,100 shares@ $119.13 avg price
CVSCvs Health Corp
Recent Activity
Increased 28.11%
0.51%
$1.063M
23,700 shares@ $44.86 avg price