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
$59M
AUM Growth
-$39.3M
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
$26.5M 44.93%
315,039
2
$8.51M 14.42%
830,472
3
$6.36M 10.77%
374,785
4
$5.34M 9.04%
1,954,978
5
$4.59M 7.77%
185,625
6
$4.37M 7.41%
126,270
7
$3.34M 5.66%
4,652,561