AIM
Achmea Investment Management Portfolio holdings
AUM
$7.75B
1-Year Return
24.57%
This Quarter Return
+4.61%
1 Year Return
+24.57%
3 Year Return
+104.74%
5 Year Return
+180.4%
10 Year Return
–
AUM
$1.76B
AUM Growth
+$99.7M
(+6%)
Cap. Flow
+$39M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
19.45%
Holding
524
New
21
Increased
166
Reduced
126
Closed
36
Top Buys
| 1 |
Bank of America
BAC
|
$7.5M |
| 2 |
Visa
V
|
$5.46M |
| 3 |
Apple
AAPL
|
$5.38M |
| 4 |
McDonald's
MCD
|
$4.52M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$4.26M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$9.23M |
| 2 |
CME Group
CME
|
$4.07M |
| 3 |
Verizon
VZ
|
$3.21M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$3.06M |
| 5 |
Wells Fargo
WFC
|
$2.96M |
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Healthcare | 15.23% |
| 3 | Financials | 15.05% |
| 4 | Consumer Discretionary | 10.09% |
| 5 | Industrials | 9.55% |
