AIM
Access Investment Management Portfolio holdings
AUM
$372M
1 Year Est. Return
–
AUM
$372M
AUM Growth
+$20.9M
(+6%)
Holding
185
Top Buys
| 1 | +$3.51M | |
| 2 | +$2.7M | |
| 3 | +$1.37M | |
| 4 |
Comcast
CMCSA
|
+$1.27M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$1.23M |
Top Sells
| 1 | +$2.81M | |
| 2 | +$2.79M | |
| 3 | +$2.57M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.58M |
| 5 |
Allison Transmission
ALSN
|
+$1.34M |
Sector Composition
| 1 | Financials | 33.28% |
| 2 | Technology | 19.01% |
| 3 | Consumer Discretionary | 16.92% |
| 4 | Industrials | 9.77% |
| 5 | Healthcare | 4.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
KLA
KLAC
$206B
| – | – |
-38
|
|
||
|
177
Allison Transmission
ALSN
$9.17B
| – | – |
-14,105
|
|
||
178
Brown-Forman Class B
BF.B
$12.2B
| – | – |
-5,765
|
|
||
179
Cigna
CI
$72.7B
| – | – |
-148
|
|
||
180
CONMED
CNMD
$1.29B
| – | – |
-28
|
|
||
181
Darling Ingredients
DAR
$6.26B
| – | – |
-73,615
|
|
||
182
Denny's
DENN
$322M
| – | – |
-1,965
|
|
||
183
Hain Celestial
HAIN
$110M
| – | – |
-3,240
|
|
||
184
Intuitive Surgical
ISRG
$190B
| – | – |
-26
|
|
||
185
KKR & Co
KKR
$117B
| – | – |
-166
|
|