AAIM

American Assets Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 35.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$4.06M
3 +$2.96M
4
MDLZ icon
Mondelez International
MDLZ
+$2.69M
5
CVS icon
CVS Health
CVS
+$1.86M

Top Sells

1 +$2.48M
2 +$2.23M
3 +$1.93M
4
MDT icon
Medtronic
MDT
+$1.77M
5
SHPG
Shire pic
SHPG
+$1.62M

Sector Composition

1 Financials 24.94%
2 Healthcare 14.5%
3 Real Estate 13.7%
4 Energy 10.05%
5 Technology 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-35,000