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

Top Buys

1
+$249M
2
+$111M
3
+$54.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$42.2M
5
AMAT icon
Applied Materials
AMAT
+$19.6M

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 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-10,354
527
– –
-5,395
528
– –
-2,005
529
– –
-404
530
– –
0
531
– –
-246
532
– –
-12,567
533
– –
-11,625
534
– –
-236
535
– –
-56,315
536
– –
-3,564
537
– –
-53,952
538
– –
-6,715
539
– –
-48,553
540
– –
-2,442
541
– –
-19,290
542
– –
-13,078
543
– –
-37,036
544
– –
-4,362
545
– –
-4,465
546
– –
-101,213
547
– –
-83,630
548
– –
-2,471
549
– –
-122,786
550
– –
-198,071
20 21
22
23 24