AIM
Access Investment Management Portfolio holdings
AUM
$351M
This Quarter Return
+9.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$328M
AUM Growth
+$328M
(+6.7%)
Cap. Flow
-$2.24M
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
44.87%
Holding
113
New
10
Increased
41
Reduced
15
Closed
9
Top Buys
| 1 |
SW
Smurfit Westrock plc
SW
|
$16.2M |
| 2 |
Open Text
OTEX
|
$6.51M |
| 3 |
Sonoco
SON
|
$4.47M |
| 4 |
Genpact
G
|
$2.55M |
| 5 |
Comcast
CMCSA
|
$1.83M |
Top Sells
| 1 |
WRK
WestRock Company
WRK
|
$16.4M |
| 2 |
Customers Bancorp
CUBI
|
$8.7M |
| 3 |
Darling Ingredients
DAR
|
$3.53M |
| 4 |
Interface
TILE
|
$2.35M |
| 5 |
JPMorgan Chase
JPM
|
$2.11M |
Sector Composition
| 1 | Financials | 30.03% |
| 2 | Consumer Discretionary | 20.71% |
| 3 | Technology | 19.53% |
| 4 | Industrials | 11.16% |
| 5 | Consumer Staples | 3.85% |
