AIM
Achmea Investment Management Portfolio holdings
AUM
$7.75B
1-Year Return
24.57%
This Quarter Return
+12.45%
1 Year Return
+24.57%
3 Year Return
+104.74%
5 Year Return
+180.4%
10 Year Return
–
AUM
$5.25B
AUM Growth
+$403M
(+8.3%)
Cap. Flow
-$75.8M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
486
New
5
Increased
102
Reduced
147
Closed
63
Top Buys
| 1 |
IBM
IBM
|
$15.7M |
| 2 |
Broadridge
BR
|
$11.7M |
| 3 |
UnitedHealth
UNH
|
$11.2M |
| 4 |
Costco
COST
|
$10.9M |
| 5 |
Gen Digital
GEN
|
$10.3M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$27.1M |
| 2 |
Merck
MRK
|
$26.8M |
| 3 |
Oneok
OKE
|
$13.4M |
| 4 |
Eli Lilly
LLY
|
$9.05M |
| 5 |
McKesson
MCK
|
$8.72M |
Sector Composition
| 1 | Technology | 35.47% |
| 2 | Healthcare | 12.93% |
| 3 | Consumer Discretionary | 12% |
| 4 | Industrials | 10.45% |
| 5 | Financials | 9.22% |
