IAM

Infusive Asset Management Portfolio holdings

AUM $224M
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$9.98M
3 +$8.05M
4
DIS icon
Walt Disney
DIS
+$7.63M
5
TCOM icon
Trip.com Group
TCOM
+$6.56M

Top Sells

1 +$1K
2 +$1K

Sector Composition

1 Consumer Discretionary 39.18%
2 Communication Services 21.85%
3 Financials 15.87%
4 Consumer Staples 12.96%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11
77
-8