AIM

Alerce Investment Management Portfolio holdings

AUM $56.8M
1-Year Est. Return 31.17%
This Quarter Est. Return
1 Year Est. Return
+31.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.8M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.47M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ANNX icon
1
Annexon
ANNX
$346M
$38M 66.89%
7,406,024
AKBA icon
2
Akebia Therapeutics
AKBA
$777M
$10.9M 19.23%
5,747,906
VRNA
3
DELISTED
Verona Pharma
VRNA
$4.09M 7.19%
88,000
-117,880
AMWL icon
4
American Well
AMWL
$88M
$3.8M 6.69%
523,785
WHWK
5
Whitehawk Therapeutics
WHWK
$104M
$2.08K ﹤0.01%
659