AIM

Arcadia Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 22.79%
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.28M
3 +$1.2M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$1.06M
5
WSO icon
Watsco Inc
WSO
+$861K

Top Sells

1 +$1.85M
2 +$1.59M
3 +$999K
4
OMC icon
Omnicom Group
OMC
+$803K
5
EL icon
Estee Lauder
EL
+$728K

Sector Composition

1 Technology 19.85%
2 Healthcare 14.03%
3 Industrials 13.91%
4 Consumer Discretionary 11.61%
5 Financials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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