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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
+0.75%
1 Year Est. Return
-10.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$240M
AUM Growth
+$60.2M
Cap. Flow
-$11.1M
Cap. Flow %
-4.62%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
2
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
INFY icon
Infosys
INFY
+$3.09M
2
RDY icon
Dr. Reddy's Laboratories
RDY
+$2.62M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$16.8M

Sector Composition

Rank Sector Weight
1 Financials 54.05%
2 Healthcare 36.88%
3 Technology 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$123B
$130M 54.05%
4,065,666
-525,790
-11% -$16.8M
RDY icon
2
Dr. Reddy's Laboratories
RDY
$9.87B
$88.6M 36.88%
5,610,503
+174,503
+3% +$2.62M
INFY icon
3
Infosys
INFY
$48.7B
$21.8M 9.07%
994,198
+138,251
+16% +$3.09M

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Aikya Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Aikya Investment Management held 3 positions worth $240M, up 33% from $180M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Aikya Investment Management withdrew a net $11.1M in Q4 2024, reducing 1 holding. Its largest reduction was HDFC Bank, cutting an estimated $16.8M.

By sector, the portfolio is most concentrated in Financials at 54% of assets, down from 80% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Aikya Investment Management added an estimated $3.09M to Infosys.

  • Aikya Investment Management added most to Infosys in Q4 2024, an estimated $3.09M increase.
  • Aikya Investment Management's biggest Q4 2024 reduction was HDFC Bank, cutting an estimated $16.8M.
  • Aikya Investment Management's ten largest holdings make up 100% of its $240M portfolio in Q4 2024.
  • Aikya Investment Management opened 0 new positions and closed 0 in Q4 2024.
  • Aikya Investment Management's portfolio value rose 33% quarter-over-quarter to $240M.

Based on Aikya Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.