AIM

Achmea Investment Management Portfolio holdings

AUM $8.05B
1-Year Est. Return 27.26%
This Quarter Est. Return
1 Year Est. Return
+27.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.46M
3
+$5.38M
4
MCD icon
McDonald's
MCD
+$4.52M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.26M

Top Sells

1
+$9.23M
2
+$4.07M
3
+$3.21M
4
DD
Du Pont De Nemours E I
DD
+$3.06M
5
WFC icon
Wells Fargo
WFC
+$2.96M

Sector Composition

1 Technology 20.81%
2 Healthcare 15.23%
3 Financials 15.05%
4 Consumer Discretionary 10.09%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$231K 0.01%
+1,606
477
$227K 0.01%
+5,799
478
$224K 0.01%
2,355
479
$220K 0.01%
6,545
480
$219K 0.01%
3,041
481
$216K 0.01%
1,674
482
$213K 0.01%
+3,504
483
$210K 0.01%
9,619
-16,179
484
$210K 0.01%
2,974
485
$206K 0.01%
1,952
486
$189K 0.01%
10,075
487
$169K 0.01%
1,708
488
$154K 0.01%
4,768
489
– –
-4,280
490
– –
-11,844
491
– –
-5,492
492
– –
-4,220
493
– –
-7,665
494
– –
-7,771
495
– –
-7,717
496
– –
-2,121
497
– –
-12,560
498
– –
-60,664
499
– –
-2,183
500
– –
-11,016
17 18 19
20
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