AIM

AIA Investment Management Portfolio holdings

AUM $437M
1-Year Est. Return 45.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.1%
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 +$9.91M
2 +$6.02M
3 +$3.54M
4
AAPL icon
Apple
AAPL
+$2.31M
5
JOYY
JOYY Inc
JOYY
+$2.22M

Top Sells

1 +$73.3M
2 +$48.7M
3 +$12.7M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
HCM icon
HUTCHMED
HCM
+$1.2M

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
WTRG icon
401
Essential Utilities
WTRG
$10.5B
$18K ﹤0.01%
443
SRPT icon
402
Sarepta Therapeutics
SRPT
$1.72B
$18K ﹤0.01%
128
UDR icon
403
UDR
UDR
$12B
$17K ﹤0.01%
516
NTAP icon
404
NetApp
NTAP
$34.7B
$16K ﹤0.01%
370
MAA icon
405
Mid-America Apartment Communities
MAA
$15B
$16K ﹤0.01%
135
MOH icon
406
Molina Healthcare
MOH
$9.37B
$15K ﹤0.01%
82
+54
AIZ icon
407
Assurant
AIZ
$12.3B
$15K ﹤0.01%
126
CGNX icon
408
Cognex
CGNX
$11B
$15K ﹤0.01%
236
MDB icon
409
MongoDB
MDB
$32B
$15K ﹤0.01%
66
NBIX icon
410
Neurocrine Biosciences
NBIX
$15.6B
$15K ﹤0.01%
155
TW icon
411
Tradeweb Markets
TW
$20.9B
$15K ﹤0.01%
262
HOLX
412
DELISTED
Hologic
HOLX
$15K ﹤0.01%
229
FTS icon
413
Fortis
FTS
$27.9B
$14K ﹤0.01%
332
+33
ROL icon
414
Rollins
ROL
$21.7B
$14K ﹤0.01%
401
ZBRA icon
415
Zebra Technologies
ZBRA
$12.1B
$14K ﹤0.01%
55
PKG icon
416
Packaging Corp of America
PKG
$20B
$13K ﹤0.01%
117
AOS icon
417
A.O. Smith
AOS
$7.82B
$12K ﹤0.01%
222
SNA icon
418
Snap-on
SNA
$19.3B
$11K ﹤0.01%
76
BURL icon
419
Burlington
BURL
$20.2B
$11K ﹤0.01%
55
HEI icon
420
HEICO Corp
HEI
$46.4B
$11K ﹤0.01%
108
KMI icon
421
Kinder Morgan
KMI
$69.9B
$11K ﹤0.01%
919
RHI icon
422
Robert Half
RHI
$3.07B
$11K ﹤0.01%
209
OPTU
423
Optimum Communications Inc
OPTU
$415M
$10K ﹤0.01%
387
BRK.B icon
424
Berkshire Hathaway Class B
BRK.B
$1.02T
$10K ﹤0.01%
47
BWA icon
425
BorgWarner
BWA
$15.2B
$10K ﹤0.01%
290