AIM

Access Investment Management Portfolio holdings

AUM $372M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$18M
3 +$16.2M
4
WRK
WestRock Company
WRK
+$13.9M
5
DFIN icon
Donnelley Financial Solutions
DFIN
+$13.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 36.15%
2 Technology 18.14%
3 Consumer Discretionary 14.84%
4 Industrials 10.34%
5 Materials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$73.1K 0.03%
+725
77
$69.8K 0.03%
+2,000
78
$44.2K 0.02%
+595
79
$29.7K 0.01%
+180
80
$26.6K 0.01%
+340
81
$17.7K 0.01%
+800
82
$15.4K 0.01%
+3,765
83
$13.2K ﹤0.01%
+20
84
$10.2K ﹤0.01%
+660
85
$6.87K ﹤0.01%
+485
86
$2.95K ﹤0.01%
+60
87
$569 ﹤0.01%
+25