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AAIM

American Assets Investment Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.62M
3
+$3.19M
4
PFE icon
Pfizer
PFE
+$2.67M
5
HSBC icon
HSBC
HSBC
+$2.11M

Top Sells

1
+$3.11M
2
+$2.88M
3
+$2.74M
4
SPG icon
Simon Property Group
SPG
+$2.61M
5
IBM icon
IBM
IBM
+$2.45M

Sector Composition

1 Financials 25.53%
2 Real Estate 15.52%
3 Healthcare 13.92%
4 Energy 10.41%
5 Technology 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-70,000
177
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-20,000
178
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-4,480
179
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-22,000
180
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-55,000
181
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-39,000
182
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-37,500
183
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-15,000
184
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185
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-29,000
186
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187
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-5,000
188
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-30,000
189
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-10,000
190
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-56,000
4 5 6 7
8