AAIM

American Assets Investment Management Portfolio holdings

AUM $1.24B
1-Year Est. Return 216.47%
This Quarter Est. Return
1 Year Est. Return
+216.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.99M
3
+$2.4M
4
COF icon
Capital One
COF
+$2.2M
5
CVX icon
Chevron
CVX
+$2.19M

Top Sells

1
+$3.34M
2
+$2.89M
3
+$2.18M
4
SKT icon
Tanger
SKT
+$1.72M
5
QCOM icon
Qualcomm
QCOM
+$1.44M

Sector Composition

1 Financials 27.39%
2 Healthcare 14.59%
3 Real Estate 13.93%
4 Energy 11%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$224K 0.04%
40,409
152
$155K 0.03%
20,000
153
$108K 0.02%
+2,000
154
$103K 0.02%
+5,000
155
– –
-58,125
156
– –
-22,000
157
– –
-10,270
158
– –
-8,420
3 4 5 6
7