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
601
– –
-459,456
602
– –
-53,360
603
– –
-5,965
604
– –
-134,442
605
– –
-900
606
– –
-578
607
– –
-176,154
608
– –
-13,532
609
– –
-68,078
610
– –
-494,314
611
– –
-20,796
612
– –
-247,166
613
– –
-91,404
614
– –
-25,466
615
– –
-123,603
616
– –
-39,643
617
– –
-6,087
618
– –
-8,118
619
– –
-70,400
620
– –
-16,758
621
– –
-2,857
622
– –
-12,330
623
– –
-22,809
624
– –
-67,335
625
– –
-549
23 24
25
26 27