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AIA
AIMZ Investment Advisors Portfolio holdings
AUM
$324M
1-Year Est. Return
18.77%
This Fund
S&P 500
This Quarter
Est. Return
+6.29%
1 Year Est. Return
+18.77%
3 Year Est. Return
+63.89%
5 Year Est. Return
+85.69%
10 Year Est. Return
+323.28%
AUM
$112M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
96.91%
Top 10 Holdings %
Top 10 Hldgs %
31.33%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
C.H. Robinson
CHRW
|
+$4.21M |
| 2 |
IBM
IBM
|
+$4.15M |
| 3 |
Qualcomm
QCOM
|
+$3.71M |
| 4 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$3.63M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$3.41M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.15% |
| 2 | Healthcare | 20% |
| 3 | Industrials | 13.1% |
| 4 | Consumer Discretionary | 11.13% |
| 5 | Consumer Staples | 5.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Novartis
NVS
$297B
| $1.47M | 1.31% |
+17,728
| New | +$1.47M |
|
27
Cintas
CTAS
$81.9B
| $1.46M | 1.3% |
+74,600
| New | +$1.35M |
|
28
ExxonMobil
XOM
$644B
| $1.45M | 1.29% |
+15,705
| New | +$1.46M |
|
29
Lowe's Companies
LOW
$117B
| $1.34M | 1.2% |
+19,515
| New | +$1.17M |
|
30
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $1.33M | 1.19% |
+32,900
| New | +$1.3M |
|
31
AbbVie
ABBV
$443B
| $1.32M | 1.18% |
+20,158
| New | +$1.27M |
|
32
Meta Platforms (Facebook)
META
$1.42T
| $1.32M | 1.17% |
+16,870
| New | +$1.29M |
|
33
Stryker
SYK
$125B
| $1.27M | 1.13% |
+13,424
| New | +$1.19M |
|
34
Illinois Tool Works
ITW
$82.6B
| $1.26M | 1.13% |
+13,352
| New | +$1.22M |
|
35
UnitedHealth
UNH
$376B
| $1.24M | 1.1% |
+12,244
| New | +$1.16M |
|
36
3M
MMM
$90.9B
| $1.2M | 1.07% |
+8,760
| New | +$1.12M |
|
37
Emerson Electric
EMR
$83.9B
| $1.08M | 0.97% |
+17,584
| New | +$1.1M |
|
38
Amdocs
DOX
$5.92B
| $1.08M | 0.96% |
+23,113
| New | +$1.08M |
|
|
NXGN
39
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $1.08M | 0.96% |
+69,124
| New | +$1.01M |
|
40
Cigna
CI
$73.7B
| $1.03M | 0.92% |
+10,025
| New | +$988K |
|
41
Intrepid Potash
IPI
$456M
| $984K | 0.88% |
+7,090
| New | +$982K |
|
42
Analog Devices
ADI
$179B
| $961K | 0.86% |
+17,301
| New | +$883K |
|
43
Wipro
WIT
$19.6B
| $961K | 0.86% |
+452,816
| New | +$1.03M |
|
44
Abbott
ABT
$183B
| $923K | 0.82% |
+20,497
| New | +$893K |
|
45
Wells Fargo
WFC
$261B
| $894K | 0.8% |
+16,309
| New | +$863K |
|
46
Adobe
ADBE
$99.5B
| $865K | 0.77% |
+11,900
| New | +$834K |
|
47
Dollar Tree
DLTR
$24.4B
| $855K | 0.76% |
+12,150
| New | +$766K |
|
48
Vanguard Dividend Appreciation ETF
VIG
$111B
| $829K | 0.74% |
+10,217
| New | +$808K |
|
49
Oracle
ORCL
$374B
| $815K | 0.73% |
+18,124
| New | +$738K |
|
|
YHOO
50
DELISTED
Yahoo Inc
YHOO
| $798K | 0.71% |
+15,794
| New | +$743K |
|
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AIMZ Investment Advisors's Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for AIMZ Investment Advisors, which disclosed 91 positions worth $112M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is C.H. Robinson: 58,994 shares worth $4.42M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Healthcare and Industrials.
- AIMZ Investment Advisors's largest Q4 2014 buy was C.H. Robinson: 58,994 shares worth $4.42M.
- AIMZ Investment Advisors's ten largest holdings make up 31% of its $112M portfolio in Q4 2014.
- AIMZ Investment Advisors disclosed 91 positions in Q4 2014, its first 13F filing on record.
Based on AIMZ Investment Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.