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
$62.3M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.36M
2
+$205K
3
+$9

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANNX icon
1
Annexon
ANNX
$346M
$43.8M 70.35%
7,406,024
AKBA icon
2
Akebia Therapeutics
AKBA
$777M
$7.59M 12.17%
5,747,906
VRNA
3
DELISTED
Verona Pharma
VRNA
$5.92M 9.5%
205,880
-7,120
AMWL icon
4
American Well
AMWL
$88M
$4.97M 7.97%
523,785
-1
WHWK
5
Whitehawk Therapeutics
WHWK
$104M
$1.36K ﹤0.01%
659
-1,630,171