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
$867M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$16.8M
3 +$15.4M
4
MRK icon
Merck
MRK
+$11.4M
5
NEE icon
NextEra Energy
NEE
+$9.29M

Top Sells

1 +$25.3M
2 +$20.8M
3 +$10.8M
4
AMT icon
American Tower
AMT
+$2.95M
5
TGT icon
Target
TGT
+$2.82M

Sector Composition

1 Technology 17.74%
2 Consumer Discretionary 16.21%
3 Financials 16.1%
4 Communication Services 13.43%
5 Healthcare 12.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-738,940
27
-156,571