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
$2.64B
AUM Growth
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$9.66M
3
+$3.3M
4
SPG icon
Simon Property Group
SPG
+$2.76M
5
DIS icon
Walt Disney
DIS
+$2.73M

Top Sells

1
+$24.2M
2
+$18.1M
3
+$17.3M
4
MSFT icon
Microsoft
MSFT
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.5M

Sector Composition

1 Technology 23.61%
2 Healthcare 16.16%
3 Financials 14.98%
4 Consumer Discretionary 10.59%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.94M 0.19%
234,400
-30,592
127
$4.92M 0.19%
31,566
-8,997
128
$4.91M 0.19%
114,389
-6,154
129
$4.89M 0.19%
66,409
+848
130
$4.84M 0.18%
99,733
131
$4.83M 0.18%
49,152
+33,558
132
$4.82M 0.18%
75,636
-32,912
133
$4.82M 0.18%
58,275
-16,223
134
$4.76M 0.18%
80,034
-9,809
135
$4.74M 0.18%
69,975
-16,908
136
$4.73M 0.18%
70,792
-19,793
137
$4.72M 0.18%
146,384
138
$4.72M 0.18%
59,083
-25,606
139
$4.69M 0.18%
507,558
-65,060
140
$4.68M 0.18%
13,122
-4,450
141
$4.68M 0.18%
43,435
-21,232
142
$4.66M 0.18%
35,164
+3,789
143
$4.56M 0.17%
34,577
-8,254
144
$4.49M 0.17%
67,105
145
$4.43M 0.17%
109,298
+9,466
146
$4.34M 0.16%
27,054
-9,052
147
$4.3M 0.16%
42,222
-7,941
148
$4.29M 0.16%
28,789
-7,224
149
$4.28M 0.16%
29,024
150
$4.28M 0.16%
125,981
+6,756
4 5
6
7 8