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
$806M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$32.3M
2 +$21.9M
3 +$20.8M
4
UNH icon
UnitedHealth
UNH
+$9.36M
5
TT icon
Trane Technologies
TT
+$8.86M

Top Sells

1 +$27.8M
2 +$14.6M
3 +$5.17M
4
MDLZ icon
Mondelez International
MDLZ
+$5.13M
5
KEYS icon
Keysight
KEYS
+$3.02M

Sector Composition

1 Consumer Discretionary 17.32%
2 Technology 17.14%
3 Communication Services 13.34%
4 Healthcare 12.71%
5 Financials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-306,439
27
-190,159