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
CAT icon
126
Caterpillar
CAT
$265B
$343K 0.08%
+2,300
CI icon
127
Cigna
CI
$73.2B
$339K 0.08%
2,004
+1,539
TMUS icon
128
T-Mobile US
TMUS
$224B
$335K 0.08%
2,926
+593
BMY icon
129
Bristol-Myers Squibb
BMY
$109B
$332K 0.08%
5,512
+1,262
WEC icon
130
WEC Energy
WEC
$34.2B
$331K 0.08%
3,420
+668
TMO icon
131
Thermo Fisher Scientific
TMO
$211B
$329K 0.08%
746
+179
ABT icon
132
Abbott
ABT
$218B
$323K 0.07%
2,964
+718
DUK icon
133
Duke Energy
DUK
$91.4B
$320K 0.07%
3,613
+760
PAYX icon
134
Paychex
PAYX
$41.1B
$320K 0.07%
4,016
+923
AEM icon
135
Agnico Eagle Mines
AEM
$84.7B
$318K 0.07%
4,009
+856
LYFT icon
136
Lyft
LYFT
$7.93B
$318K 0.07%
11,527
+1,105
RSG icon
137
Republic Services
RSG
$66.1B
$313K 0.07%
3,355
+691
ADM icon
138
Archer Daniels Midland
ADM
$28B
$311K 0.07%
+6,700
APD icon
139
Air Products & Chemicals
APD
$54.3B
$298K 0.07%
1,000
+271
ZTS icon
140
Zoetis
ZTS
$54.1B
$298K 0.07%
1,804
+485
UNP icon
141
Union Pacific
UNP
$139B
$290K 0.07%
1,473
+290
MCD icon
142
McDonald's
MCD
$228B
$290K 0.07%
1,320
+343
LUV icon
143
Southwest Airlines
LUV
$21.1B
$285K 0.07%
7,591
+7,400
HON icon
144
Honeywell
HON
$126B
$283K 0.06%
1,718
+331
INTU icon
145
Intuit
INTU
$186B
$282K 0.06%
865
+171
HRL icon
146
Hormel Foods
HRL
$13.2B
$278K 0.06%
5,690
+1,173
MCK icon
147
McKesson
MCK
$100B
$271K 0.06%
1,819
+1,633
PHM icon
148
Pultegroup
PHM
$23.7B
$255K 0.06%
+5,500
ZS icon
149
Zscaler
ZS
$36.9B
$253K 0.06%
+1,800
AEP icon
150
American Electric Power
AEP
$61.7B
$242K 0.06%
2,956
+711