AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 105.2%
This Quarter Est. Return
1 Year Est. Return
+105.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$107M
3
+$106M
4
MDVN
MEDIVATION, INC.
MDVN
+$89.6M
5
WTW icon
Willis Towers Watson
WTW
+$78.2M

Top Sells

1
+$86.5M
2
+$84.3M
3
+$79.3M
4
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M
5
VRNT
Verint Systems
VRNT
+$47M

Sector Composition

1 Industrials 19.16%
2 Consumer Discretionary 11.44%
3 Technology 10.89%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.63M 0.22%
237,602
-7,308
52
$9.32M 0.22%
2,112,885
-1,000,000
53
$9.23M 0.21%
686,015
-437,167
54
$8.76M 0.2%
336,610
-3,239,667
55
$8.19M 0.19%
+215,229
56
$8.12M 0.19%
547,763
+532,429
57
$7.88M 0.18%
573,302
-354,964
58
$7.86M 0.18%
291,502
-32,045
59
$6.08M 0.14%
119,266
+105,015
60
$5.75M 0.13%
271,206
-548,262
61
$4.61M 0.11%
75,344
-1,086
62
$4.42M 0.1%
52,235
+39,692
63
$4.11M 0.1%
+181,585
64
$3.6M 0.08%
87,815
+61,949
65
$3.46M 0.08%
96,979
+85,859
66
$3.37M 0.08%
100,298
+97,483
67
$3.36M 0.08%
96,192
+54,035
68
$3.1M 0.07%
199,193
+104,217
69
$3.02M 0.07%
+295,975
70
$3.01M 0.07%
43,854
+30,457
71
$2.84M 0.07%
29,396
+28,791
72
$2.83M 0.07%
102,573
-181,008
73
$2.81M 0.07%
+88,580
74
$2.79M 0.06%
65,159
+30,731
75
$2.7M 0.06%
32,183
+16,494
1 2
3
4 5