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
$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 23.56%
2 Healthcare 16.16%
3 Financials 14.98%
4 Consumer Discretionary 10.59%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$128K ﹤0.01%
1,855
-3,193
477
$80K ﹤0.01%
3,471
-40,459
478
$11K ﹤0.01%
137
479
– –
-11,319
480
– –
-25,579
481
– –
-10,235
482
– –
-11,914
483
– –
-6,677
484
– –
-39,175
485
– –
-29,178
486
– –
-7,949
487
– –
-14,683
488
– –
-26,367
489
– –
-4,473
490
– –
-12,000
491
– –
-16,543
492
– –
-8,650
493
– –
-10,607
494
– –
-9,271
495
– –
-1,758
496
– –
-10,910
497
– –
-7,768
498
– –
-4,375
499
– –
-146,816
500
– –
-6,609
17 18 19
20
21