AIM

Alphinity Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 28.61%
This Quarter Est. Return
1 Year Est. Return
+28.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$28M
2 +$26.4M
3 +$17.5M
4
LITE icon
Lumentum
LITE
+$17M
5
UNH icon
UnitedHealth
UNH
+$16.9M

Top Sells

1 +$13.5M
2 +$10.3M
3 +$8.09M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.59M

Sector Composition

1 Consumer Discretionary 18.18%
2 Technology 17.52%
3 Communication Services 14.98%
4 Healthcare 14.7%
5 Consumer Staples 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-293,017