AG

AIA Group Portfolio holdings

AUM $4.6B
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$25.7M
3
+$15.8M
4
CSCO icon
Cisco
CSCO
+$15.3M
5
V icon
Visa
V
+$14.1M

Top Sells

1
+$14.4M
2
+$9.45M
3
+$7.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.85M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.59M

Sector Composition

1 Technology 17.38%
2 Consumer Discretionary 14.12%
3 Healthcare 8.85%
4 Financials 8.06%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$71K ﹤0.01%
+3,180
452
$71K ﹤0.01%
+1,042
453
$70K ﹤0.01%
+880
454
$70K ﹤0.01%
+1,484
455
$67K ﹤0.01%
+89
456
$67K ﹤0.01%
+416
457
$66K ﹤0.01%
+578
458
$66K ﹤0.01%
+117
459
$66K ﹤0.01%
+1,683
460
$63K ﹤0.01%
+276
461
$62K ﹤0.01%
+350
462
$61K ﹤0.01%
+209
463
$60K ﹤0.01%
+3,969
464
$58K ﹤0.01%
+190
465
$58K ﹤0.01%
+416
466
$58K ﹤0.01%
+181
467
$56K ﹤0.01%
+781
468
$54K ﹤0.01%
+369
469
$53K ﹤0.01%
+576
470
$52K ﹤0.01%
+2,153
471
$52K ﹤0.01%
+118
472
$51K ﹤0.01%
+270
473
$51K ﹤0.01%
+221
474
$51K ﹤0.01%
+825
475
$51K ﹤0.01%
+589
17 18
19
20 21