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
CTXS
101
DELISTED
Citrix Systems Inc
CTXS
$568K 0.13%
4,121
+2,250
IP icon
102
International Paper
IP
$19.5B
$564K 0.13%
+14,678
VRTX icon
103
Vertex Pharmaceuticals
VRTX
$109B
$536K 0.12%
1,968
+490
UPS icon
104
United Parcel Service
UPS
$79.7B
$533K 0.12%
+3,200
NKE icon
105
Nike
NKE
$92.6B
$517K 0.12%
4,122
+1,006
UMC icon
106
United Microelectronic
UMC
$19.7B
$506K 0.12%
+105,568
B
107
Barrick Mining
B
$56.4B
$492K 0.11%
17,529
+3,880
LULU icon
108
lululemon athletica
LULU
$19.6B
$474K 0.11%
1,440
+998
FNV icon
109
Franco-Nevada
FNV
$36.2B
$474K 0.11%
3,396
+778
URI icon
110
United Rentals
URI
$54.6B
$471K 0.11%
+2,700
MBT
111
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$468K 0.11%
+53,553
VZ icon
112
Verizon
VZ
$166B
$464K 0.11%
7,797
+1,582
GKOS icon
113
Glaukos
GKOS
$5.01B
$460K 0.11%
9,288
+1,512
LOW icon
114
Lowe's Companies
LOW
$132B
$431K 0.1%
+2,600
SO icon
115
Southern Company
SO
$103B
$412K 0.09%
7,604
+5,409
YEXT icon
116
Yext
YEXT
$1.04B
$412K 0.09%
27,124
+3,524
ED icon
117
Consolidated Edison
ED
$34.9B
$407K 0.09%
5,231
+3,822
DVN icon
118
Devon Energy
DVN
$20.8B
$401K 0.09%
+42,400
AMT icon
119
American Tower
AMT
$82.7B
$395K 0.09%
1,636
+336
FIS icon
120
Fidelity National Information Services
FIS
$32.5B
$384K 0.09%
2,609
+591
NRG icon
121
NRG Energy
NRG
$33.7B
$384K 0.09%
+12,500
MDT icon
122
Medtronic
MDT
$116B
$377K 0.09%
3,631
+781
HSY icon
123
Hershey
HSY
$32.9B
$360K 0.08%
2,510
+617
PSA icon
124
Public Storage
PSA
$48.7B
$351K 0.08%
1,575
+385
TGT icon
125
Target
TGT
$41.6B
$344K 0.08%
2,183
+599