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
$351M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$27.9M
2 +$24M
3 +$20.2M
4
SF icon
Stifel
SF
+$14.8M
5
JPM icon
JPMorgan Chase
JPM
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 33.06%
2 Technology 20.15%
3 Consumer Discretionary 17.91%
4 Industrials 8.71%
5 Healthcare 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MAR icon
126
Marriott International
MAR
$76.7B
$22.9K 0.01%
+84
AVGO icon
127
Broadcom
AVGO
$1.62T
$22.9K 0.01%
+83
AON icon
128
Aon
AON
$75.3B
$22.1K 0.01%
+62
KKR icon
129
KKR & Co
KKR
$107B
$22.1K 0.01%
+166
OFS icon
130
OFS Capital
OFS
$67M
$21.1K 0.01%
+2,500
XLF icon
131
Financial Select Sector SPDR Fund
XLF
$54B
$20.9K 0.01%
+400
CSCO icon
132
Cisco
CSCO
$307B
$20.4K 0.01%
+294
DIA icon
133
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
$19.8K 0.01%
+45
ETN icon
134
Eaton
ETN
$137B
$19.6K 0.01%
+55
LOW icon
135
Lowe's Companies
LOW
$128B
$19.5K 0.01%
+88
IBM icon
136
IBM
IBM
$286B
$19.2K 0.01%
+65
MPAA icon
137
Motorcar Parts of America
MPAA
$256M
$18.8K 0.01%
+1,680
KVUE icon
138
Kenvue
KVUE
$31.9B
$17.9K 0.01%
+856
PNC icon
139
PNC Financial Services
PNC
$72.2B
$17.2K ﹤0.01%
+92
T icon
140
AT&T
T
$181B
$17K ﹤0.01%
+586
PH icon
141
Parker-Hannifin
PH
$105B
$16.1K ﹤0.01%
+23
QCOM icon
142
Qualcomm
QCOM
$186B
$15.4K ﹤0.01%
+97
ISRG icon
143
Intuitive Surgical
ISRG
$195B
$14.1K ﹤0.01%
+26
BK icon
144
Bank of New York Mellon
BK
$77B
$13.7K ﹤0.01%
+150
ADP icon
145
Automatic Data Processing
ADP
$102B
$13.6K ﹤0.01%
+44
CME icon
146
CME Group
CME
$103B
$13.2K ﹤0.01%
+48
BLK icon
147
Blackrock
BLK
$164B
$12.6K ﹤0.01%
+12
SEIC icon
148
SEI Investments
SEIC
$9.99B
$12.4K ﹤0.01%
+138
KO icon
149
Coca-Cola
KO
$306B
$11.7K ﹤0.01%
+165
TT icon
150
Trane Technologies
TT
$92.7B
$11.4K ﹤0.01%
+26