AIM

AHL Investment Management Portfolio holdings

AUM $146M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$8.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$238K
3
+$232K
4
ETN icon
Eaton
ETN
+$215K
5
CVX icon
Chevron
CVX
+$138K

Top Sells

1
+$1.06M
2
+$226K
3
+$124K
4
SYK icon
Stryker
SYK
+$122K
5
ABBV icon
AbbVie
ABBV
+$94.3K

Sector Composition

1 Healthcare 15.61%
2 Technology 14.56%
3 Financials 12.99%
4 Industrials 8.91%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.9M 6.06%
18,789
-75
2
$7.2M 5.52%
117,684
+1,338
3
$7.1M 5.44%
352,053
-1,700
4
$6.57M 5.04%
32,800
-50
5
$6.17M 4.74%
53,119
-97
6
$5.4M 4.14%
31,477
+2
7
$4.71M 3.61%
231,261
-2,190
8
$4.7M 3.61%
13,145
-341
9
$4.43M 3.4%
9,258
-20
10
$4.09M 3.13%
22,438
-518
11
$4.06M 3.12%
264,063
-2,644
12
$3.3M 2.53%
122,886
-132
13
$3.28M 2.52%
136,110
-1,250
14
$3.13M 2.4%
27,560
-150
15
$2.82M 2.16%
12,386
-210
16
$2.77M 2.13%
34,736
17
$2.75M 2.11%
224,319
-86,596
18
$2.74M 2.1%
17,322
+828
19
$2.6M 2%
15,372
-386
20
$2.45M 1.88%
62,959
-1,370
21
$2.41M 1.85%
48,372
-500
22
$2.34M 1.79%
14,807
+878
23
$2.24M 1.72%
12,442
-100
24
$2.15M 1.65%
121,957
-7,072
25
$2.12M 1.62%
27,608
-650
1
2 3