AIM

Achmea Investment Management Portfolio holdings

AUM $7.75B
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.46M
3
+$5.38M
4
MCD icon
McDonald's
MCD
+$4.52M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.26M

Top Sells

1
+$9.23M
2
+$4.07M
3
+$3.21M
4
DD
Du Pont De Nemours E I
DD
+$3.06M
5
WFC icon
Wells Fargo
WFC
+$2.96M

Sector Composition

1 Technology 20.95%
2 Healthcare 15.23%
3 Financials 15.05%
4 Consumer Discretionary 10.09%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.6M 4.23%
1,937,208
+139,628
2
$46.2M 2.62%
620,766
+48,363
3
$40.2M 2.28%
309,319
+711
4
$32.9M 1.87%
676,840
+87,460
5
$27.5M 1.56%
929,929
-55,578
6
$26.6M 1.51%
278,079
-96,687
7
$26.5M 1.51%
291,844
+9,415
8
$23.7M 1.34%
622,131
+28,391
9
$22.5M 1.27%
668,527
-142
10
$22.3M 1.27%
880,771
+296,167
11
$21.6M 1.23%
263,789
+9,651
12
$21.4M 1.21%
130,828
+11,148
13
$19.9M 1.13%
326,044
-24,697
14
$19.2M 1.09%
109,318
+1,745
15
$19.2M 1.09%
172,007
+10,754
16
$18.9M 1.07%
96,371
-3,357
17
$18.8M 1.07%
209,953
+7,697
18
$18.6M 1.05%
134,007
-11,776
19
$18.3M 1.04%
539,436
+11,664
20
$17.4M 0.99%
111,150
+28,854
21
$16.6M 0.94%
430,753
+73,682
22
$15.7M 0.89%
84,004
+2,558
23
$15.6M 0.89%
325,920
+3,800
24
$15.3M 0.87%
209,795
+43,739
25
$15.2M 0.86%
317,020
+11,540
1
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