AIM

Achmea Investment Management Portfolio holdings

AUM $7.75B
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.66M
3
+$3.3M
4
SPG icon
Simon Property Group
SPG
+$2.76M
5
DIS icon
Walt Disney
DIS
+$2.73M

Top Sells

1
+$24.2M
2
+$18.1M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.5M

Sector Composition

1 Technology 23.61%
2 Healthcare 16.16%
3 Financials 14.98%
4 Consumer Discretionary 10.59%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.3M 0.73%
269,037
-14,833
27
$18.9M 0.71%
278,535
-25,012
28
$18.3M 0.69%
2,605,040
-162,960
29
$17.8M 0.67%
158,807
-5,390
30
$16.7M 0.63%
566,809
-32,698
31
$16.7M 0.63%
109,224
-12,437
32
$16.4M 0.62%
311,413
-5,388
33
$15.9M 0.6%
136,255
+23,308
34
$15.6M 0.59%
66,302
-2,872
35
$15.2M 0.57%
111,410
-4,093
36
$15.1M 0.57%
359,408
-35,108
37
$14.9M 0.56%
192,930
-56,327
38
$14.6M 0.55%
284,099
-57,704
39
$14.6M 0.55%
188,059
-24,631
40
$14M 0.53%
122,099
+11,411
41
$13.9M 0.53%
296,384
-45,233
42
$13.9M 0.53%
64,876
43
$13.4M 0.51%
520,112
-113,862
44
$13.3M 0.5%
116,666
-48,142
45
$13.2M 0.5%
520,987
-336,566
46
$13.2M 0.5%
179,990
47
$13M 0.49%
47,433
-20,747
48
$12.4M 0.47%
222,382
-27,010
49
$12.4M 0.47%
397,955
-26,091
50
$12.1M 0.46%
83,585
-19,670
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