In today’s briefing:
- AMFI Stock Reclassification Preview (Dec 2023): Overlap Between Active & Passive Flows
AMFI Stock Reclassification Preview (Dec 2023): Overlap Between Active & Passive Flows
- We see 8 stocks moving from MidCap to LargeCap, 8 stocks moving from LargeCap to MidCap, 13 stocks from SmallCap to MidCap, and 13 stocks from MidCap to SmallCap.
- The expected migrations from SmallCap to MidCap have outperformed the other potential migrations with all stocks moving higher over the last six month.
- Active managers could continue to realign their portfolios. Some of the upward migrations will have passive flows in the next few days and over the next few months.