Portfolio Management
Real-time oversight of global assets, divisional allocations, and investment performance.
Total AUM
$94.2B
▲ 8.4% YoY
YTD Return
12.8%
▲ 2.1% vs Benchmark
Sharpe Ratio
1.84
▲ 0.12 vs Q3
Active Positions
407
▼ 3 liquidated
Asset Allocation
Total
100%
Tech & Digital (35%)
Energy (20%)
Healthcare (15%)
Finance (15%)
Other (15%)
Performance by Sector
Aerospace & Defense+18.4%
Quantum Computing+14.2%
Renewable Energy+9.8%
Biotech Pharma-2.4%
Global Real Estate+1.1%
Holdings & Positions
Showing 1-6 of 407
| Asset / Division | Allocation | Market Value | YTD Return | Risk | Status | Actions |
|---|---|---|---|---|---|---|
Zenth Digital Systems Cloud & Quantum Infrastructure |
24.5% | $23.1B | +14.2% | Medium | Active | |
Aevum Energy & Power Fusion & Smart Grid |
18.2% | $17.1B | +9.8% | Low | Active | |
Zenth Health Sciences Genomics & Pharma R&D |
12.8% | $12.1B | -2.4% | High | Active | |
Aevum Capital Group Private Equity & VC |
15.0% | $14.1B | +11.5% | Medium | Active | |
Aevum Aerospace Satellites & Defense |
10.5% | $9.9B | +18.4% | Low | Active | |
Aevum Properties Commercial & Smart Cities |
9.0% | $8.5B | +1.1% | Low | Active |