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
$75.2M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M

Top Sells

1 +$1.97M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.6M 44.74%
7,406,024
+350,000
2
$20.1M 26.74%
16,205,119
3
$15.6M 20.77%
523,786
4
$3.29M 4.38%
1,630,830
5
$2.53M 3.37%
830,466
6
-185,625