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 23.61%
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
476
$128K ﹤0.01%
1,855
-3,193
477
$80K ﹤0.01%
3,471
-40,459
478
$11K ﹤0.01%
137
479
– –
-10,607
480
– –
-8,650
481
– –
-16,543
482
– –
-12,000
483
– –
-4,473
484
– –
-26,367
485
– –
-14,683
486
– –
-7,949
487
– –
-29,178
488
– –
-39,175
489
– –
-6,677
490
– –
-11,914
491
– –
-20,484
492
– –
-11,670
493
– –
-28,137
494
– –
-27,027
495
– –
-9,250
496
– –
-157,693
497
– –
-6,609
498
– –
-10,235
499
– –
-146,816
500
– –
-4,375
17 18 19
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