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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
+0.28%
1 Year Est. Return
-10.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
-$166M
Cap. Flow
-$115M
Cap. Flow %
-63.68%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
3
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
INFY icon
Infosys
INFY
+$90.1M
2
RDY icon
Dr. Reddy's Laboratories
RDY
+$24.3M
3
HDB icon
HDFC Bank
HDB
+$216K

Sector Composition

Rank Sector Weight
1 Financials 79.81%
2 Technology 10.59%
3 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$123B
$144M 79.81%
4,591,456
-7,042
-0.2% -$216K
INFY icon
2
Infosys
INFY
$48.7B
$19.1M 10.59%
855,947
-4,122,415
-83% -$90.1M
RDY icon
3
Dr. Reddy's Laboratories
RDY
$9.87B
$17.3M 9.6%
5,436,000
-1,508,965
-22% -$24.3M

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Aikya Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Aikya Investment Management held 3 positions worth $180M, down 48% from $346M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Aikya Investment Management withdrew a net $115M in Q3 2024, reducing 3 holdings. Its largest reduction was Infosys, cutting an estimated $90.1M.

By sector, the portfolio is most concentrated in Financials at 80% of assets, up from 43% a quarter earlier, followed by Technology and Healthcare.

  • Aikya Investment Management's biggest Q3 2024 reduction was Infosys, cutting an estimated $90.1M.
  • Aikya Investment Management's ten largest holdings make up 100% of its $180M portfolio in Q3 2024.
  • Aikya Investment Management opened 0 new positions and closed 0 in Q3 2024.
  • Aikya Investment Management's portfolio value fell 48% quarter-over-quarter to $180M.

Based on Aikya Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.