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
$928M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$7.81M
3 +$6.73M
4
CVX icon
Chevron
CVX
+$6.45M
5
EXC icon
Exelon
EXC
+$5.78M

Top Sells

1 +$3.72M
2 +$3.63M
3 +$2.4M
4
T icon
AT&T
T
+$2.33M
5
BUD icon
AB InBev
BUD
+$2.25M

Sector Composition

1 Financials 29.19%
2 Healthcare 13.06%
3 Technology 11.02%
4 Real Estate 10.45%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-40,000
177
-40,000
178
-50,000
179
-250,000
180
-12,700
181
-114,481
182
-20,000