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
$484M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$2.84M
3 +$2.15M
4
GE icon
GE Aerospace
GE
+$1.43M
5
MTB icon
M&T Bank
MTB
+$1.32M

Top Sells

1 +$12.6M
2 +$4.71M
3 +$1.25M
4
WFM
Whole Foods Market Inc
WFM
+$1.14M
5
GM icon
General Motors
GM
+$1.03M

Sector Composition

1 Financials 26.68%
2 Healthcare 15.88%
3 Real Estate 14.23%
4 Energy 9.61%
5 Technology 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$27K 0.01%
17,600
152
-11,500
153
-38,500