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
51
$9.41M 0.45%
+57,542
52
$9.12M 0.43%
16,160
+623
53
$8.93M 0.42%
132,569
-44,813
54
$8.9M 0.42%
25,966
-1,762
55
$8.9M 0.42%
+19,196
56
$8.71M 0.41%
147,150
-5,872
57
$8.67M 0.41%
97,746
-22,778
58
$8.42M 0.4%
58,039
+30,423
59
$8.05M 0.38%
133,261
-8,252
60
$7.94M 0.38%
12,064
-3,911
61
$7.54M 0.36%
55,538
-23,267
62
$7.26M 0.35%
86,338
+38,765
63
$7.24M 0.34%
+29,493
64
$7.23M 0.34%
348,134
-44,091
65
$7.05M 0.34%
31,083
+138
66
$6.99M 0.33%
186,609
+64,469
67
$6.98M 0.33%
78,789
-8,760
68
$6.95M 0.33%
462,094
+77,719
69
$6.78M 0.32%
52,326
-1,632
70
$6.77M 0.32%
+50,412
71
$6.67M 0.32%
92,865
+15,025
72
$6.44M 0.31%
96,791
-17,181
73
$6.43M 0.31%
135,058
+2,690
74
$6.2M 0.29%
+2,956
75
$6.13M 0.29%
65,971
1 2
3
4 5