AIM

AIA Investment Management Portfolio holdings

AUM $437M
1-Year Est. Return 45.11%
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$9.61M
2 +$5.7M
3 +$3.55M
4
AAPL icon
Apple
AAPL
+$2.46M
5
JOYY
JOYY Inc
JOYY
+$2.19M

Top Sells

1 +$73.3M
2 +$54.4M
3 +$12.7M
4
TSLA icon
Tesla
TSLA
+$2.95M
5
HCM icon
HUTCHMED
HCM
+$1.24M

Sector Composition

1 Consumer Discretionary 29.78%
2 Technology 16.68%
3 Consumer Staples 13.86%
4 Communication Services 11.55%
5 Healthcare 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DGX icon
276
Quest Diagnostics
DGX
$19.5B
$71K 0.02%
622
+213
K
277
DELISTED
Kellanova
K
$71K 0.02%
1,165
+326
OKTA icon
278
Okta
OKTA
$15.8B
$70K 0.02%
327
+126
ANSS
279
DELISTED
Ansys
ANSS
$70K 0.02%
213
+77
HIG icon
280
Hartford Financial Services
HIG
$38.7B
$70K 0.02%
1,889
+638
MMC icon
281
Marsh & McLennan
MMC
$90.6B
$70K 0.02%
613
+133
ODFL icon
282
Old Dominion Freight Line
ODFL
$32.4B
$70K 0.02%
770
+186
PAYC icon
283
Paycom
PAYC
$8.97B
$70K 0.02%
224
+66
XLNX
284
DELISTED
Xilinx Inc
XLNX
$69K 0.02%
666
+192
MXIM
285
DELISTED
Maxim Integrated Products
MXIM
$68K 0.02%
999
+386
ALGN icon
286
Align Technology
ALGN
$11.5B
$68K 0.02%
209
VFC icon
287
VF Corp
VFC
$7.15B
$68K 0.02%
975
+372
TIF
288
DELISTED
Tiffany & Co.
TIF
$68K 0.02%
589
+210
TEL icon
289
TE Connectivity
TEL
$67.1B
$67K 0.02%
682
+239
USB icon
290
US Bancorp
USB
$84.1B
$67K 0.02%
1,871
+595
KB icon
291
KB Financial Group
KB
$30.7B
$65K 0.01%
+2,027
TDOC icon
292
Teladoc Health
TDOC
$1.28B
$65K 0.01%
297
+126
UHAL icon
293
U-Haul Holding Co
UHAL
$9.79B
$65K 0.01%
1,820
+810
CPAY icon
294
Corpay
CPAY
$21.4B
$65K 0.01%
272
+104
AFL icon
295
Aflac
AFL
$58.2B
$64K 0.01%
1,762
+654
BN icon
296
Brookfield
BN
$102B
$64K 0.01%
3,587
+1,341
KL
297
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
$64K 0.01%
1,320
+457
FICO icon
298
Fair Isaac
FICO
$41.1B
$61K 0.01%
144
+62
ESS icon
299
Essex Property Trust
ESS
$16.7B
$60K 0.01%
301
+111
EXC icon
300
Exelon
EXC
$44.8B
$60K 0.01%
2,362
+799