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
$527M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$6.18M
2 +$3.02M
3 +$2.18M
4
ESS icon
Essex Property Trust
ESS
+$2.07M
5
WFC icon
Wells Fargo
WFC
+$1.78M

Top Sells

1 +$1.77M
2 +$1.68M
3 +$942K
4
PDCO
Patterson Companies, Inc.
PDCO
+$238K
5
BP icon
BP
BP
+$151K

Sector Composition

1 Financials 25.64%
2 Healthcare 14.61%
3 Real Estate 12.9%
4 Energy 11.61%
5 Technology 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,600
177
-2,000