AIM

Achmea Investment Management Portfolio holdings

AUM $3.92B
1-Year Est. Return 28.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$113M
3
+$56.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40.4M
5
BAC icon
Bank of America
BAC
+$18.2M

Top Sells

1
+$191M
2
+$67.2M
3
+$49.1M
4
TSLA icon
Tesla
TSLA
+$42.7M
5
NVDA icon
NVIDIA
NVDA
+$37.7M

Sector Composition

1 Technology 32.62%
2 Healthcare 13.73%
3 Financials 12.99%
4 Consumer Discretionary 10.53%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-19,482
377
– –
-459,456
378
– –
-53,360
379
– –
-5,965
380
– –
-134,442
381
– –
-900
382
– –
-578
383
– –
-176,154
384
– –
-13,532
385
– –
-68,078
386
– –
-494,314
387
– –
-20,796
388
– –
-247,166
389
– –
-91,404
390
– –
-25,466
391
– –
-123,603
392
– –
-39,643
393
– –
-6,087
394
– –
-8,118
395
– –
-70,400
396
– –
-16,758
397
– –
-2,857
398
– –
-12,330
399
– –
-22,809
400
– –
-67,335
14 15
16
17 18