AIM

Ausbil Investment Management Portfolio holdings

AUM $201M
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$5.65M
3 +$4.82M
4
OKE icon
Oneok
OKE
+$4.31M
5
SWX icon
Southwest Gas
SWX
+$3.39M

Top Sells

1 +$5.18M
2 +$4.94M
3 +$4.37M
4
AES icon
AES
AES
+$4.35M
5
OGS icon
ONE Gas
OGS
+$3.51M

Sector Composition

1 Utilities 37.57%
2 Industrials 22.66%
3 Energy 19.86%
4 Real Estate 9.26%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXE
76
Expand Energy Corp
EXE
$23B
-5,200