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
$2.96B
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$13.3M
3
+$11.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.65M
5
META icon
Meta Platforms (Facebook)
META
+$8.42M

Top Sells

1
+$28.4M
2
+$8.73M
3
+$8.72M
4
MCD icon
McDonald's
MCD
+$5.6M
5
PG icon
Procter & Gamble
PG
+$4.7M

Sector Composition

1 Technology 22.23%
2 Financials 16.1%
3 Healthcare 14.02%
4 Consumer Discretionary 10.17%
5 Industrials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$129M 4.36%
+3,080,488
2
$95.4M 3.22%
1,044,792
+32,850
3
$63.7M 2.15%
1,228,920
+186,040
4
$63.2M 2.13%
493,534
+22,513
5
$59.1M 1.99%
537,198
-39,114
6
$52.7M 1.78%
728,920
+95,920
7
$48.9M 1.65%
938,493
+33,994
8
$41.9M 1.41%
976,350
-6,575
9
$37.4M 1.26%
1,112,240
+94,981
10
$37.1M 1.25%
232,301
+52,726
11
$35.6M 1.2%
166,240
-1,139
12
$34.8M 1.18%
195,398
+6,051
13
$31.8M 1.07%
401,626
-59,277
14
$31.4M 1.06%
287,341
+7,202
15
$31.3M 1.06%
170,801
+2,303
16
$31.2M 1.05%
605,020
-3,300
17
$30.3M 1.02%
172,967
+75,681
18
$27.6M 0.93%
266,163
-26,543
19
$27.2M 0.92%
364,034
-38,052
20
$26.2M 0.88%
178,500
-18,693
21
$26.1M 0.88%
386,801
+10,178
22
$24.4M 0.82%
159,223
+19,181
23
$24M 0.81%
146,903
+439
24
$23.6M 0.8%
876,926
-324,225
25
$22.9M 0.77%
242,010
-15,023
1
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