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
551
– –
-4,991
552
– –
-40,630
553
– –
-56,054
554
– –
-19,357
555
– –
-25,134
556
– –
-18,332
557
– –
-152,662
558
– –
-3,562
559
– –
-83,941
560
– –
-1,911
561
– –
0
562
– –
-42,760
563
– –
-5,158
564
– –
0
565
– –
-20,472
566
– –
-65
567
– –
-103,741
568
– –
-58,683
569
– –
-34,077
570
– –
-20,899
571
– –
-217,000
572
– –
-30,485
573
– –
-73,095
574
– –
-59,303
575
– –
-631
21 22
23
24 25