AIM

Achmea Investment Management Portfolio holdings

AUM $3.92B
1-Year Est. Return 28.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
-$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$45.6M
3
+$33.5M
4
HD icon
Home Depot
HD
+$29.5M
5
INTC icon
Intel
INTC
+$28.1M

Top Sells

1
+$93.7M
2
+$80.7M
3
+$69.6M
4
META icon
Meta Platforms (Facebook)
META
+$69.3M
5
UNH icon
UnitedHealth
UNH
+$63.1M

Sector Composition

1 Technology 24.66%
2 Healthcare 15.06%
3 Financials 13.27%
4 Communication Services 11.4%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$197K 0.01%
+87,695
477
$193K 0.01%
920
-825
478
$182K 0.01%
+7,004
479
$150K 0.01%
+3,680
480
$13K ﹤0.01%
+288
481
– –
-22,827
482
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-33,423
483
– –
-32,946
484
– –
-52,014
485
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-11,002
486
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-12,459
487
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-31,611
488
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-1,691
489
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-48,244
490
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-14,542
491
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-29,061
492
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-1,083
493
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-1,014
494
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-47,213
495
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-12,688
496
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-14,282
497
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-51,115
498
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-10,143
499
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-5,375
500
– –
-3,191
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