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
$143M
AUM Growth
-$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$936K
3
+$879K
4
MRK icon
Merck
MRK
+$269K
5
AXON icon
Axon Enterprise
AXON
+$238K

Top Sells

1
+$848K
2
+$564K
3
+$227K
4
GPC icon
Genuine Parts
GPC
+$208K
5
AXP icon
American Express
AXP
+$199K

Sector Composition

1 Technology 14.39%
2 Healthcare 14.03%
3 Financials 13.62%
4 Industrials 7.85%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.61M 5.33%
30,400
-907
2
$7.61M 5.32%
31,726
-572
3
$7.58M 5.31%
17,979
-291
4
$7.54M 5.27%
386,217
+76,620
5
$7.28M 5.1%
116,900
+701
6
$6.48M 4.54%
285,647
-2,671
7
$5.73M 4.01%
53,233
-370
8
$4.95M 3.47%
307,233
+8,237
9
$4.64M 3.25%
12,880
-225
10
$4.18M 2.93%
8,912
-64
11
$3.96M 2.77%
22,291
+91
12
$3.69M 2.58%
135,118
-284
13
$3.45M 2.42%
11,636
-670
14
$3.4M 2.38%
27,403
-120
15
$3.39M 2.37%
43,876
+12,109
16
$3.3M 2.31%
22,788
+320
17
$2.85M 1.99%
118,436
-5,598
18
$2.77M 1.94%
149,677
+1
19
$2.74M 1.92%
12,480
-120
20
$2.53M 1.77%
207,667
-1,525
21
$2.45M 1.71%
15,928
+100
22
$2.27M 1.59%
85,437
+550
23
$2.26M 1.58%
15,614
+112
24
$2.04M 1.43%
34,422
-2,020
25
$2.02M 1.41%
22,325
-270
1
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