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
$51M
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$3.08M

Top Sells

1 +$7.61M
2 +$5.51M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.3M 71.13%
7,406,024
2
$5.86M 11.49%
5,747,906
-7,457,213
3
$3.4M 6.67%
523,786
4
$3.08M 6.04%
+213,000
5
$2.38M 4.67%
1,630,830
6
-830,466