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
401
– –
-52,351
402
– –
-191,014
403
– –
-9,609
404
– –
-80
405
– –
-61,960
406
– –
-72,894
407
– –
-106,200
408
– –
-506,688
409
– –
-7,036
410
– –
-32,886
411
– –
-30,231
412
– –
-26,545
413
– –
-12,468
414
– –
0
415
– –
-199,531
416
– –
-323
417
– –
-427
418
– –
-20,334
419
– –
-45,382
420
– –
-265
421
– –
-11,143
422
– –
-10,482
423
– –
-163
424
– –
-12,770
425
– –
-4,610
15 16
17
18 19