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
$2.96B
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$13.3M
3
+$11.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.65M
5
META icon
Meta Platforms (Facebook)
META
+$8.42M

Top Sells

1
+$28.4M
2
+$8.73M
3
+$8.72M
4
MCD icon
McDonald's
MCD
+$5.6M
5
PG icon
Procter & Gamble
PG
+$4.7M

Sector Composition

1 Technology 22.23%
2 Financials 16.1%
3 Healthcare 14.02%
4 Consumer Discretionary 10.17%
5 Industrials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-35,275
502
– –
-16,798
503
– –
-11,448
504
– –
-7,007
505
– –
-14,060
506
– –
-16,068
507
– –
-5,905
508
– –
-12,856
509
– –
-3,125
510
– –
-4,234
511
– –
-19,106
512
– –
-24,648
513
– –
-6,657
514
– –
-22,150
515
– –
-16,227
17 18 19 20
21