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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
+8.59%
1 Year Est. Return
-10.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$346M
AUM Growth
+$73.3M
Cap. Flow
+$47M
Cap. Flow %
13.57%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
3
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$22.1M
2
INFY icon
Infosys
INFY
+$14.2M
3
RDY icon
Dr. Reddy's Laboratories
RDY
+$10.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 42.7%
2 Healthcare 30.55%
3 Technology 26.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$123B
$148M 42.7%
4,598,498
+754,888
+20% +$22.1M
RDY icon
2
Dr. Reddy's Laboratories
RDY
$9.8B
$106M 30.55%
6,944,965
+745,290
+12% +$10.7M
INFY icon
3
Infosys
INFY
$51B
$92.7M 26.76%
4,978,362
+817,773
+20% +$14.2M

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Aikya Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, Aikya Investment Management held 3 positions worth $346M, up 27% from $273M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Aikya Investment Management deployed $47M of net new capital in Q2 2024, adding to 3 existing holdings.

By sector, the portfolio is most concentrated in Financials at 43% of assets, up from 39% a quarter earlier, followed by Healthcare and Technology.

  • Aikya Investment Management added most to HDFC Bank in Q2 2024, an estimated $22.1M increase.
  • Aikya Investment Management's ten largest holdings make up 100% of its $346M portfolio in Q2 2024.
  • Aikya Investment Management opened 0 new positions and closed 0 in Q2 2024.
  • Aikya Investment Management's portfolio value rose 27% quarter-over-quarter to $346M.

Based on Aikya Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.