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
$3.45B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
652
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.5M
3
+$12.7M
4
PEP icon
PepsiCo
PEP
+$11.9M
5
AMZN icon
Amazon
AMZN
+$11M

Top Sells

1
+$40.2M
2
+$35.5M
3
+$31.8M
4
META icon
Meta Platforms (Facebook)
META
+$26.9M
5
NLY icon
Annaly Capital Management
NLY
+$11.5M

Sector Composition

1 Technology 30.83%
2 Healthcare 17.32%
3 Consumer Discretionary 10.55%
4 Industrials 9.8%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
2,005
-125,641
627
$3K ﹤0.01%
220
628
$3K ﹤0.01%
354
-15,376
629
$1K ﹤0.01%
5,142
630
$1K ﹤0.01%
1,499
631
– –
-4,700
632
$0 ﹤0.01%
25
633
– –
-23,864
634
– –
-6,470
635
– –
-5,380
636
– –
-581,094
637
– –
-22,400
638
– –
-6,986
639
– –
-20,084
640
$0 ﹤0.01%
1
641
– –
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642
– –
-14,723
643
– –
-1
644
$0 ﹤0.01%
5
645
– –
-10,992
646
– –
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647
– –
-12,519
648
– –
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649
– –
-1
650
– –
-37,640
23 24 25
26
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