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
$2.1B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$113M
3
+$56.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40.4M
5
BAC icon
Bank of America
BAC
+$18.2M

Top Sells

1
+$191M
2
+$67.2M
3
+$49.1M
4
TSLA icon
Tesla
TSLA
+$42.7M
5
NVDA icon
NVIDIA
NVDA
+$37.7M

Sector Composition

1 Technology 32.62%
2 Healthcare 13.73%
3 Financials 12.99%
4 Consumer Discretionary 10.53%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-2,111
527
– –
-39,368
528
– –
-17,758
529
– –
0
530
– –
-10,322
531
– –
-10,431
532
– –
-55,084
533
– –
-701
534
– –
-39,195
535
– –
-54,160
536
– –
0
537
– –
-16,017
538
– –
-938
539
– –
-8,662
540
– –
-16,723
541
– –
-67,352
542
– –
-9,863
543
– –
0
544
– –
-10,628
545
– –
-47,827
546
– –
-14,041
547
– –
-53,044
548
– –
-109,569
549
– –
-2,069
550
– –
-139
20 21
22
23 24