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
$98.3M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$38.1M 38.71%
315,039
2
$22.5M 22.85%
1,954,978
3
$10.5M 10.69%
4,652,561
4
$9.35M 9.51%
830,472
5
$9.05M 9.21%
374,785
6
$5.19M 5.28%
185,625
7
$3.7M 3.76%
126,270