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
SRPT icon
401
Sarepta Therapeutics
SRPT
$2.13B
$18K ﹤0.01%
128
WTRG icon
402
Essential Utilities
WTRG
$10.9B
$18K ﹤0.01%
443
UDR icon
403
UDR
UDR
$11.9B
$17K ﹤0.01%
516
MAA icon
404
Mid-America Apartment Communities
MAA
$16B
$16K ﹤0.01%
135
NTAP icon
405
NetApp
NTAP
$21.9B
$16K ﹤0.01%
370
AIZ icon
406
Assurant
AIZ
$11.9B
$15K ﹤0.01%
126
CGNX icon
407
Cognex
CGNX
$6.06B
$15K ﹤0.01%
236
HOLX icon
408
Hologic
HOLX
$16.7B
$15K ﹤0.01%
229
MDB icon
409
MongoDB
MDB
$34.6B
$15K ﹤0.01%
66
MOH icon
410
Molina Healthcare
MOH
$8.36B
$15K ﹤0.01%
82
+54
NBIX icon
411
Neurocrine Biosciences
NBIX
$14.1B
$15K ﹤0.01%
155
TW icon
412
Tradeweb Markets
TW
$22.1B
$15K ﹤0.01%
262
FTS icon
413
Fortis
FTS
$26B
$14K ﹤0.01%
332
+33
ROL icon
414
Rollins
ROL
$29B
$14K ﹤0.01%
401
ZBRA icon
415
Zebra Technologies
ZBRA
$12.8B
$14K ﹤0.01%
55
PKG icon
416
Packaging Corp of America
PKG
$18.4B
$13K ﹤0.01%
117
AOS icon
417
A.O. Smith
AOS
$9.49B
$12K ﹤0.01%
222
BURL icon
418
Burlington
BURL
$17B
$11K ﹤0.01%
55
HEI icon
419
HEICO Corp
HEI
$43B
$11K ﹤0.01%
108
KMI icon
420
Kinder Morgan
KMI
$58.6B
$11K ﹤0.01%
919
RHI icon
421
Robert Half
RHI
$2.87B
$11K ﹤0.01%
209
SNA icon
422
Snap-on
SNA
$18B
$11K ﹤0.01%
76
OPTU
423
Optimum Communications Inc
OPTU
$775M
$10K ﹤0.01%
387
BRK.B icon
424
Berkshire Hathaway Class B
BRK.B
$1.09T
$10K ﹤0.01%
47
BWA icon
425
BorgWarner
BWA
$9.66B
$10K ﹤0.01%
290