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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
+5.74%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.97B
AUM Growth
+$148M
Cap. Flow
+$152M
Cap. Flow %
7.72%
Top 10 Hldgs %
64.44%
Holding
273
New
28
Increased
175
Reduced
24
Closed
7

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$19M
2
MSFT icon
Microsoft
MSFT
+$11.2M
3
PG icon
Procter & Gamble
PG
+$9.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.72M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.39M

Top Sells

Rank Stock Value
1
URI icon
United Rentals
URI
+$648K
2
MA icon
Mastercard
MA
+$629K
3
DHR icon
Danaher
DHR
+$496K
4
DHI icon
D.R. Horton
DHI
+$433K
5
AMAT icon
Applied Materials
AMAT
+$410K

Sector Composition

Rank Sector Weight
1 Technology 3.15%
2 Financials 1.76%
3 Consumer Staples 1.59%
4 Industrials 1.28%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
251
McKesson
MCK
$103B
$213K 0.01%
+290
New +$204K
EXC icon
252
Exelon
EXC
$45.9B
$210K 0.01%
4,827
-27
-0.6% -$1.19K
SCHR
253
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$209K 0.01%
8,344
– –
VRTX icon
254
Vertex Pharmaceuticals
VRTX
$133B
$209K 0.01%
469
-13
-3% -$5.43K
ALL icon
255
Allstate
ALL
$68.2B
$208K 0.01%
1,034
-20
-2% -$4.04K
DHI icon
256
D.R. Horton
DHI
$41B
$205K 0.01%
1,591
-2,755
-63% -$433K
IUSG icon
257
iShares Core S&P US Growth ETF
IUSG
$33.8B
$203K 0.01%
1,353
– –
BWXT icon
258
BWX Technologies
BWXT
$15.5B
$203K 0.01%
+1,408
New +$227K
AFL icon
259
Aflac
AFL
$61.2B
$202K 0.01%
+1,913
New +$201K
F icon
260
Ford
F
$55.9B
$133K 0.01%
12,290
+218
+2% +$2.51K
PL icon
261
Planet Labs
PL
$8.22B
$122K 0.01%
+20,000
New +$154K
GGN
262
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$834M
$69K ﹤0.01%
15,725
+3,725
+31% +$17.4K
FIP icon
263
FTAI Infrastructure
FIP
$508M
$68.4K ﹤0.01%
11,080
+1,000
+10% +$5.42K
AGL icon
264
Agilon Health
AGL
$1.62B
$43.7K ﹤0.01%
760
– –
AME icon
265
Ametek
AME
$58B
– –
-1,334
Closed -$241K
CPRT icon
266
Copart
CPRT
$27.4B
– –
-6,248
Closed -$307K
DHR icon
267
Danaher
DHR
$147B
– –
-2,509
Closed -$496K
FICO icon
268
Fair Isaac
FICO
$22.7B
– –
-118
Closed -$216K
FTNT icon
269
Fortinet
FTNT
$120B
– –
-2,690
Closed -$284K
MRVL icon
270
Marvell Technology
MRVL
$187B
– –
-2,862
Closed -$222K
VRSK icon
271
Verisk Analytics
VRSK
$23.6B
– –
-650
Closed -$202K
7 8 9 10
11

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OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
LIMS
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LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
ECP
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CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Acropolis Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Acropolis Investment Management held 273 positions worth $1.97B, up 8.1% from $1.82B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Acropolis Investment Management deployed $152M of net new capital in Q3 2025, opening 28 new positions and adding to 175 existing holdings. Its largest new stake was Sensient Technologies: 28,421 shares worth $2.8M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, up from 2.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was United Rentals, an estimated $648K trimmed.

  • Acropolis Investment Management's largest Q3 2025 buy was Sensient Technologies: 28,421 shares worth $2.8M.
  • Acropolis Investment Management added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $19M increase.
  • Acropolis Investment Management's biggest Q3 2025 reduction was United Rentals, cutting an estimated $648K.
  • Acropolis Investment Management fully exited Danaher in Q3 2025, selling an estimated $496K.
  • Acropolis Investment Management's ten largest holdings make up 64% of its $1.97B portfolio in Q3 2025.
  • Acropolis Investment Management opened 28 new positions and closed 7 in Q3 2025.
  • Acropolis Investment Management's portfolio value rose 8.1% quarter-over-quarter to $1.97B.

Based on Acropolis Investment Management's 13F filing for Q3 2025, filed 7 Oct 2025.