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
151
$1.52M 0.04%
49,100
+40,529
152
$1.5M 0.03%
41,871
+20,580
153
$1.5M 0.03%
57,436
-396,628
154
$1.5M 0.03%
32,524
+18,421
155
$1.5M 0.03%
23,434
+13,243
156
$1.49M 0.03%
+19,700
157
$1.49M 0.03%
83,683
+70,745
158
$1.48M 0.03%
42,154
+32,203
159
$1.48M 0.03%
64,848
+31,559
160
$1.46M 0.03%
19,264
+17,528
161
$1.46M 0.03%
151,478
+140,659
162
$1.45M 0.03%
38,152
-9,919
163
$1.44M 0.03%
60,077
+43,251
164
$1.43M 0.03%
21,438
+20,514
165
$1.42M 0.03%
19,132
+8,090
166
$1.41M 0.03%
9,320
+7,324
167
$1.4M 0.03%
10,788
+4,732
168
$1.4M 0.03%
27,539
+19,302
169
$1.4M 0.03%
+13,506
170
$1.38M 0.03%
14,620
+4,137
171
$1.36M 0.03%
34,811
+4,794
172
$1.36M 0.03%
26,813
+11,664
173
$1.35M 0.03%
+22,576
174
$1.35M 0.03%
+759
175
$1.35M 0.03%
+28,370
5 6
7
8 9