AIM

Anatole Investment Management Portfolio holdings

AUM $581M
1-Year Est. Return 183.73%
This Quarter Est. Return
1 Year Est. Return
+183.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$85.5M
3 +$71.6M
4
MSFT icon
Microsoft
MSFT
+$52.4M
5
ADBE icon
Adobe
ADBE
+$52.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 52.8%
2 Communication Services 28.22%
3 Healthcare 18.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$125M 22.13%
+436,341
2
$107M 18.98%
2,042,744
3
$85.5M 15.11%
+717,732
4
$71.6M 12.66%
+1,649,500
5
$52.4M 9.27%
+154,000
6
$52.4M 9.27%
+107,200
7
$36.8M 6.5%
+615,015
8
$34.4M 6.09%
6,450,000