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
$2.93B
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.32M
3
+$5.04M
4
SJM icon
J.M. Smucker
SJM
+$4.62M
5
UPS icon
United Parcel Service
UPS
+$4.54M

Top Sells

1
+$11.4M
2
+$10.8M
3
+$8.46M
4
CMI icon
Cummins
CMI
+$7.14M
5
VZ icon
Verizon
VZ
+$6.43M

Sector Composition

1 Technology 25.35%
2 Healthcare 14.7%
3 Financials 12.3%
4 Communication Services 11.81%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$186M 6.33%
685,351
-41,966
2
$93.3M 3.18%
763,980
-14,260
3
$68.7M 2.34%
197,561
-12,190
4
$48M 1.64%
383,320
-25,580
5
$42M 1.43%
311,214
-41,955
6
$39M 1.33%
236,539
-2,729
7
$35.8M 1.22%
61,048
+700
8
$35.2M 1.2%
155,169
-3,966
9
$34.6M 1.18%
1,731,600
-3,120
10
$32.3M 1.1%
207,902
-6,458
11
$31M 1.06%
77,365
-1,686
12
$30.3M 1.03%
129,623
-25,792
13
$30.3M 1.03%
102,717
-3,687
14
$28.5M 0.97%
89,241
-4,049
15
$26M 0.89%
107,431
-6,158
16
$25.7M 0.88%
88,119
-17,055
17
$24.3M 0.83%
517,980
+53,031
18
$22.2M 0.76%
418,610
+55,139
19
$22M 0.75%
60,327
-1,345
20
$21.4M 0.73%
111,459
-6,821
21
$20.4M 0.7%
262,427
-81,889
22
$20.4M 0.69%
88,710
+2,642
23
$19.2M 0.65%
342,264
-25,985
24
$19M 0.65%
91,350
+21,831
25
$19M 0.65%
47,929
-3,032
1
2 3 4 5