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
101
– –
-15,000
102
– –
-9,000
103
– –
-32,000
104
– –
-65,000
105
– –
-16,000
106
– –
-16,000
1 2 3 4
5