AAIM
American Assets Investment Management Portfolio holdings
AUM
$1.24B
This Quarter Return
+3.44%
1 Year Return
+216.47%
3 Year Return
+316.36%
5 Year Return
+491.45%
10 Year Return
+587.47%
AUM
$486M
AUM Growth
+$486M
(+9.7%)
Cap. Flow
+$53.2M
Cap. Flow
% of AUM
10.96%
Top 10 Holdings %
Top 10 Hldgs %
35.59%
Holding
123
New
5
Increased
30
Reduced
3
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$18.2M |
| 2 |
Bank of America
BAC
|
$5.35M |
| 3 |
IBM
IBM
|
$3.65M |
| 4 |
Essex Property Trust
ESS
|
$3.21M |
| 5 |
Truist Financial
TFC
|
$3.2M |
Top Sells
| 1 |
XYZ
Block, Inc.
XYZ
|
$2.44M |
| 2 |
Boeing
BA
|
$1.83M |
| 3 |
Microsoft
MSFT
|
$1.57M |
| 4 |
Federal Realty Investment Trust
FRT
|
$1.29M |
| 5 |
Ventas
VTR
|
$732K |
Sector Composition
| 1 | Financials | 31.59% |
| 2 | Healthcare | 15.95% |
| 3 | Technology | 11.31% |
| 4 | Real Estate | 10.73% |
| 5 | Consumer Staples | 8.69% |
