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AIM

Aikya Investment Management Portfolio holdings

AUM $345M
1-Year Est. Return 10.59%
This Fund
S&P 500
This Quarter Est. Return
+8.47%
1 Year Est. Return
-10.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$224M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow %
93.49%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
RDY icon
Dr. Reddy's Laboratories
RDY
+$73.3M
2
HDB icon
HDFC Bank
HDB
+$69.2M
3
INFY icon
Infosys
INFY
+$67.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 34.35%
2 Healthcare 33.82%
3 Technology 31.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$123B
$77M 34.35%
+2,295,380
New +$69.2M
RDY icon
2
Dr. Reddy's Laboratories
RDY
$9.87B
$75.8M 33.82%
+5,482,865
New +$73.3M
INFY icon
3
Infosys
INFY
$48.7B
$71.4M 31.84%
+3,857,178
New +$67.1M

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Aikya Investment Management's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Aikya Investment Management, which disclosed 3 positions worth $224M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Dr. Reddy's Laboratories: 5,482,865 shares worth $75.8M.

By sector, the portfolio is most concentrated in Financials at 34% of assets, followed by Healthcare and Technology.

  • Aikya Investment Management's largest Q4 2023 buy was Dr. Reddy's Laboratories: 5,482,865 shares worth $75.8M.
  • Aikya Investment Management's ten largest holdings make up 100% of its $224M portfolio in Q4 2023.
  • Aikya Investment Management disclosed 3 positions in Q4 2023, its first 13F filing on record.

Based on Aikya Investment Management's 13F filing for Q4 2023, filed 12 Jan 2024.