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
626
– –
-64,623
627
– –
-212,240
628
– –
-10,354
629
– –
-5,395
630
– –
-2,005
631
– –
-404
632
– –
0
633
– –
-246
634
– –
-12,567
635
– –
-11,625
636
– –
-236
637
– –
-56,315
638
– –
-3,564
639
– –
-53,952
640
– –
-6,715
641
– –
-48,553
642
– –
-2,442
643
– –
-19,290
644
– –
-13,078
645
– –
-37,036
646
– –
-4,362
647
– –
-4,465
648
– –
-101,213
649
– –
-83,630
650
– –
-2,471
24 25
26
27 28