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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
CMI icon
126
Cummins
CMI
$88.7B
$906K 0.05%
2,767
+138
+5% +$52.9K
EMR icon
127
Emerson Electric
EMR
$88.3B
$895K 0.05%
6,715
+1,143
+21% +$156K
MBB icon
128
iShares MBS ETF
MBB
$39.1B
$889K 0.05%
9,467
+436
+5% +$41K
GD icon
129
General Dynamics
GD
$106B
$839K 0.04%
2,878
+150
+5% +$47.3K
IWV icon
130
iShares Russell 3000 ETF
IWV
$20.4B
$827K 0.04%
2,355
+1,655
+236% +$603K
GOOG icon
131
Alphabet (Google) Class C
GOOG
$4.32T
$819K 0.04%
4,614
+1,516
+49% +$319K
TSM icon
132
TSMC
TSM
$2.18T
$798K 0.04%
3,525
+145
+4% +$35.5K
ROK icon
133
Rockwell Automation
ROK
$49B
$796K 0.04%
2,396
+103
+4% +$35.6K
MPC icon
134
Marathon Petroleum
MPC
$83.7B
$787K 0.04%
4,739
+402
+9% +$70.7K
USB icon
135
US Bancorp
USB
$99.6B
$776K 0.04%
17,156
+4,581
+36% +$217K
SPDW icon
136
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$769K 0.04%
18,997
– –
TT icon
137
Trane Technologies
TT
$106B
$752K 0.04%
1,719
+52
+3% +$22.2K
EXPE icon
138
Expedia Group
EXPE
$37.3B
$749K 0.04%
4,438
+123
+3% +$24.7K
DG icon
139
Dollar General
DG
$27.9B
$740K 0.04%
6,473
+611
+10% +$67K
IBM icon
140
IBM
IBM
$224B
$734K 0.04%
2,491
+294
+13% +$77K
T icon
141
AT&T
T
$163B
$721K 0.04%
24,931
+1,572
+7% +$44.6K
UNP icon
142
Union Pacific
UNP
$174B
$715K 0.04%
+3,107
New +$700K
CSCO icon
143
Cisco
CSCO
$479B
$712K 0.04%
10,265
+1,008
+11% +$68.7K
CEG icon
144
Constellation Energy
CEG
$95.6B
$692K 0.04%
2,143
+235
+12% +$75.8K
XLP icon
145
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$673K 0.03%
8,310
+1,500
+22% +$121K
EEM icon
146
iShares MSCI Emerging Markets ETF
EEM
$30B
$671K 0.03%
13,909
+708
+5% +$35.6K
GPC icon
147
Genuine Parts
GPC
$18.7B
$670K 0.03%
5,521
+171
+3% +$22.9K
PLTR icon
148
Palantir
PLTR
$413B
$667K 0.03%
4,896
+2,073
+73% +$336K
XLF icon
149
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$667K 0.03%
12,742
+1,247
+11% +$66.1K
ESML icon
150
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$667K 0.03%
16,145
– –
4 5
6
7 8

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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.