ATALANTA SOSNOFF Overview
Atalanta Sosnoff Capital Llc is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 44 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 3BN in positions, representing 143% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 3BN in positions, representing 143% of the manager's regulatory AUM.
ATALANTA SOSNOFF StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ATALANTA SOSNOFF Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.48% | Tech | 5% | 0.77% | 0 | 39% | ||
| AAPL | 6.06% | Tech | -8.52% | -0.09% | 0 | 34% | ||
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FEATURED IN
ATALANTA SOSNOFF Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kevin S. Kelly | Member, Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer | May-2010 |
| Martin T. Sosnoff | Member, Ceo, Cio | May-2010 |
| Craig B. Steinberg | Member, President, Director Of Research, Portfolio Manager | May-2010 |
| John P. Mcmullan | Member, Portfolio Mananger | May-2010 |
| Robert F. Ruland | Member, Portfolio Manager | May-2010 |
ATALANTA SOSNOFF Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
ATALANTA SOSNOFF Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
ASC provides a consistent investment strategy across all like accounts in an effort to achieve long term performance for its clients. Investment decisions for all clients are made by ASC’s Investment Committee and senior executives of the Company on the basis of an analysis of publicly available information some of which is filed by issuers with regulatory authorities, research materials disseminated by brokers, including brokers which effect transactions for clients of ASC and other publicly available material disseminated in various financial media. ASC may also receive information from specialized investment and economic publications and electronic information retrieval systems, such as Bloomberg, Reuters and Factset.
Investment services are considered in the context of the client's investment objectives, investment policies, restrictions, resources, and investment positions of the account under management. D...
Unlock Full Investment Process Description
ASC provides a consistent investment strategy across all like accounts in an effort to achieve long term performance for its clients. Investment decisions for all clients are made by ASC’s Investment Committee and senior executives of the Company on the basis of an analysis of publicly available information some of which is filed by issuers with regulatory authorities, research materials disseminated by brokers, including brokers which effect transactions for clients of ASC and other publicly available material disseminated in various financial media. ASC may also receive information from specialized investment and economic publications and electronic information retrieval systems, such as Bloomberg, Reuters and Factset.
Investment services are considered in the context of the client's investment objectives, investment policies, restrictions, resources, and investment positions of the account under management. D...
Unlock Full Investment Process Description
ATALANTA SOSNOFF Portfolio Concentration
ATALANTA SOSNOFF Location
101 PARK AVENUE
NEW YORK, New York
UNITED STATES, 10178
NEW YORK, New York
UNITED STATES, 10178
ATALANTA SOSNOFF Contact Information
Phone Number: 212-867-5000
Fax Number: 212-922-1820
Website: http://www.atalantasosnoff.com
Fax Number: 212-922-1820
Website: http://www.atalantasosnoff.com
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