AIM

Aquila Investment Management Portfolio holdings

AUM $89.9M
1-Year Est. Return 29.99%
This Quarter Est. Return
1 Year Est. Return
+29.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.03M
3
+$2.03M
4
CHD icon
Church & Dwight Co
CHD
+$1.69M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.63M

Top Sells

1
+$2.83M
2
+$2.82M
3
+$2M
4
PRU icon
Prudential Financial
PRU
+$1.89M
5
WY icon
Weyerhaeuser
WY
+$1.86M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.17%
3 Industrials 12.17%
4 Utilities 10.2%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.98%
10,000
+3,000
52
$1.23M 0.95%
6,000
-3,000
53
$1.2M 0.93%
10,000
-15,000
54
$1.14M 0.88%
11,000
55
$1.13M 0.88%
+7,000
56
$1.12M 0.87%
13,000
-6,000
57
$1.07M 0.83%
+8,000
58
$1.06M 0.82%
37,000
59
$1.05M 0.81%
7,000
60
$1.02M 0.79%
+20,000
61
$1.01M 0.78%
16,000
-3,000
62
$992K 0.77%
4,000
63
$977K 0.76%
10,000
-10,000
64
$967K 0.75%
14,000
-1,000
65
$951K 0.74%
4,000
66
$910K 0.71%
+8,000
67
$903K 0.7%
30,000
+16,000
68
$900K 0.7%
7,000
-2,000
69
$893K 0.69%
7,000
-6,000
70
$867K 0.67%
4,000
71
$833K 0.65%
8,000
-4,000
72
$831K 0.64%
3,000
+1,000
73
$816K 0.63%
30,000
+12,000
74
$809K 0.63%
4,112
+1,028
75
$776K 0.6%
+14,000
1 2
3
4 5