American Assets Investment Management, LLC

données du 30/09/2025

Capitalisation

$ 1.362 B 9.44 %

Période de détention moyenne

31 ans

Performance

$ 726.424 M 28 313.14 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans American Assets Investment Management, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 WFC WELLS FARGO CO NEW 5.79% 78.824 M $ 940400 2010/12/31 3.479 M $ 4.62 %
2025/09/30 RGTI RIGETTI COMPUTING INC 5.18% 70.505 M $ 2366749 2022/09/30 67.168 M $ 151.18 %
2025/09/30 BAC BANK AMERICA CORP 4.28% 58.243 M $ 1128950 2010/12/31 4.821 M $ 9.02 %
2025/09/30 JPM JPMORGAN CHASE & CO. 4.11% 56.020 M $ 177600 2010/12/31 4.532 M $ 8.80 %
2025/09/30 AAPL APPLE INC 3.93% 53.472 M $ 210000 2011/03/31 10.387 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 3.41% 46.434 M $ 89650 2010/12/31 1.841 M $ 4.13 %
2025/09/30 XOM EXXON MOBIL CORP 3.40% 46.228 M $ 410000 2010/12/31 2.030 M $ 4.59 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 3.16% 43.003 M $ 54000 2010/12/31 4.784 M $ 12.52 %
2025/09/30 AAT AMERICAN ASSETS TR INC 2.20% 29.979 M $ 1475336 2011/09/30 840.941 K $ 2.89 %
2025/09/30 CVX CHEVRON CORP NEW 2.05% 27.952 M $ 180000 2010/12/31 2.178 M $ 8.45 %
2025/09/30 CAT CATERPILLAR INC 1.58% 21.472 M $ 45000 2018/12/31 4.002 M $ 22.91 %
2025/09/30 COF CAPITAL ONE FINL CORP 1.55% 21.152 M $ 99500 2010/12/31 -17.909 K $ -0.08 %
2025/09/30 SHEL SHELL PLC 1.50% 20.458 M $ 286000 2022/03/31 320.320 K $ 1.59 %
2025/09/30 PSX PHILLIPS 66 1.31% 17.791 M $ 130800 2016/06/30 2.187 M $ 14.02 %
2025/09/30 TFC TRUIST FINL CORP 1.29% 17.556 M $ 384000 2019/12/31 1.048 M $ 6.35 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.23% 16.757 M $ 60000 2022/12/31 3.168 M $ 23.31 %
2025/09/30 WMT WALMART INC 1.23% 16.696 M $ 162000 2021/12/31 855.360 K $ 5.40 %
2025/09/30 ESS ESSEX PPTY TR INC 1.17% 15.926 M $ 59500 2018/03/31 -936.529 K $ -5.55 %
2025/09/30 C CITIGROUP INC 1.17% 15.875 M $ 156400 2011/06/30 2.562 M $ 19.24 %
2025/09/30 GE GE AEROSPACE 1.16% 15.793 M $ 52500 2021/09/30 2.280 M $ 16.87 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 1.14% 15.519 M $ 55000 2011/03/31 -694.099 K $ -4.28 %
2025/09/30 RY ROYAL BK CDA 1.12% 15.248 M $ 103500 2015/03/31 1.632 M $ 11.99 %
2025/09/30 MS MORGAN STANLEY 1.07% 14.624 M $ 92000 2010/12/31 1.665 M $ 12.85 %
2025/09/30 ABBV ABBVIE INC 1.03% 13.960 M $ 60294 2013/03/31 2.769 M $ 24.74 %
2025/09/30 KR KROGER CO 1.02% 13.897 M $ 206150 2016/09/30 -890.568 K $ -6.02 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 1.00% 13.586 M $ 230855 2025/03/31 16.159 K $ 0.12 %
2025/09/30 TD TORONTO DOMINION BK ONT 0.97% 13.192 M $ 165000 2015/03/31 1.073 M $ 8.85 %
2025/09/30 USB US BANCORP DEL 0.96% 13.049 M $ 270000 2020/06/30 831.599 K $ 6.81 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.92% 12.530 M $ 115000 2020/06/30 2.053 M $ 19.59 %
2025/09/30 BMO BANK MONTREAL QUE 0.92% 12.504 M $ 96000 2015/06/30 1.884 M $ 17.73 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.89% 12.056 M $ 60000 2023/03/31 870.600 K $ 7.78 %
2025/09/30 NVS NOVARTIS AG 0.88% 12.005 M $ 93610 2011/06/30 676.800 K $ 5.97 %
2025/09/30 GOOGL ALPHABET INC 0.87% 11.912 M $ 49000 2018/12/31 3.277 M $ 37.94 %
2025/09/30 HSBC HSBC HLDGS PLC 0.87% 11.848 M $ 166918 2016/06/30 1.701 M $ 16.76 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.81% 10.969 M $ 33333 2022/03/31 210.331 K $ 1.96 %
2025/09/30 LEN LENNAR CORP 0.80% 10.886 M $ 86370 2016/06/30 1.333 M $ 13.95 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.78% 10.569 M $ 57000 2010/12/31 1.633 M $ 21.39 %
2025/09/30 MRK MERCK & CO INC 0.77% 10.491 M $ 125000 2010/12/31 596.250 K $ 6.03 %
2025/09/30 UL UNILEVER PLC 0.74% 10.078 M $ 170000 2014/12/31 -321.300 K $ -3.09 %
2025/09/30 KO COCA COLA CO 0.73% 9.952 M $ 150060 2010/12/31 -664.765 K $ -6.26 %
2025/09/30 AMGN AMGEN INC 0.73% 9.931 M $ 35190 2016/06/30 105.218 K $ 1.07 %
2025/09/30 STT STATE STR CORP 0.72% 9.861 M $ 85000 2018/09/30 821.950 K $ 9.09 %
2025/09/30 LLY ELI LILLY & CO 0.67% 9.156 M $ 12000 2017/03/31 -198.359 K $ -2.12 %
2025/09/30 DE DEERE & CO 0.67% 9.145 M $ 20000 2022/09/30 -1.025 M $ -10.07 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.67% 9.140 M $ 15000 2021/03/31 1.640 M $ 21.87 %
2025/09/30 TTE TOTALENERGIES SE 0.66% 8.954 M $ 150000 2022/12/31 -255.000 K $ -2.77 %
2025/09/30 NRG NRG ENERGY INC 0.63% 8.607 M $ 53146 2021/12/31 72.810 K $ 0.85 %
2025/09/30 MET METLIFE INC 0.62% 8.509 M $ 103304 2010/12/31 201.442 K $ 2.42 %
2025/09/30 PRU PRUDENTIAL FINL INC 0.61% 8.347 M $ 80459 2010/12/31 -297.698 K $ -3.44 %
2025/09/30 SRE SEMPRA 0.61% 8.278 M $ 92000 2017/12/31 1.307 M $ 18.75 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.61% 8.275 M $ 86674 2019/12/31 366.631 K $ 4.64 %
2025/09/30 FDX FEDEX CORP 0.61% 8.253 M $ 35000 2019/09/30 297.500 K $ 3.74 %
2025/09/30 NTRS NORTHERN TR CORP 0.59% 8.076 M $ 60000 2023/06/30 468.599 K $ 6.16 %
2025/09/30 GEV GE VERNOVA INC 0.59% 8.071 M $ 13125 2024/06/30 1.125 M $ 16.21 %
2025/09/30 PNW PINNACLE WEST CAP CORP 0.55% 7.442 M $ 83000 2010/12/31 15.769 K $ 0.21 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.53% 7.204 M $ 60000 2020/12/31 3.364 M $ 87.62 %
2025/09/30 CB CHUBB LIMITED 0.52% 7.056 M $ 25000 2020/06/30 -186.750 K $ -2.58 %
2025/09/30 MDT MEDTRONIC PLC 0.50% 6.822 M $ 71632 2015/09/30 578.070 K $ 9.26 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.50% 6.750 M $ 60000 2010/12/31 524.399 K $ 8.42 %
2025/09/30 URI UNITED RENTALS INC 0.49% 6.683 M $ 7000 2018/12/31 1.409 M $ 26.71 %
2025/09/30 COP CONOCOPHILLIPS 0.49% 6.621 M $ 70000 2021/12/31 339.500 K $ 5.40 %
2025/09/30 JEF JEFFERIES FINL GROUP INC 0.48% 6.542 M $ 100000 2022/03/31 1.073 M $ 19.62 %
2025/09/30 EQR EQUITY RESIDENTIAL 0.48% 6.473 M $ 100000 2013/12/31 -275.999 K $ -4.09 %
2025/09/30 BNS BANK NOVA SCOTIA HALIFAX 0.47% 6.465 M $ 100000 2015/09/30 938.000 K $ 16.97 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.45% 6.153 M $ 140000 2012/03/31 95.199 K $ 1.57 %
2025/09/30 DGX QUEST DIAGNOSTICS INC 0.45% 6.099 M $ 32000 2013/09/30 350.400 K $ 6.10 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.44% 6.053 M $ 23332 2017/03/31 -160.990 K $ -2.59 %
2025/09/30 TM TOYOTA MOTOR CORP 0.42% 5.733 M $ 30000 2016/09/30 564.900 K $ 10.93 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.42% 5.730 M $ 50000 2021/12/31 519.500 K $ 9.97 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.42% 5.728 M $ 127000 2012/03/31 -151.129 K $ -2.57 %
2025/09/30 XEL XCEL ENERGY INC 0.41% 5.646 M $ 70000 2021/12/31 878.500 K $ 18.43 %
2025/09/30 PEP PEPSICO INC 0.41% 5.590 M $ 39800 2017/03/31 334.320 K $ 6.36 %
2025/09/30 EIX EDISON INTL 0.41% 5.528 M $ 100000 2017/12/31 368.000 K $ 7.13 %
2025/09/30 AMP AMERIPRISE FINL INC 0.41% 5.527 M $ 11250 2016/09/30 -477.900 K $ -7.96 %
2025/09/30 LH LABCORP HOLDINGS INC 0.38% 5.167 M $ 18000 2024/06/30 441.900 K $ 9.35 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.38% 5.138 M $ 80000 2018/12/31 -492.000 K $ -8.74 %
2025/09/30 RTX RTX CORPORATION 0.37% 5.020 M $ 30000 2020/12/31 639.300 K $ 14.59 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.36% 4.854 M $ 30000 2022/09/30 596.699 K $ 14.02 %
2025/09/30 PPG PPG INDS INC 0.35% 4.756 M $ 45250 2016/12/31 -390.960 K $ -7.60 %
2025/09/30 ALLY ALLY FINL INC 0.33% 4.508 M $ 115000 2020/09/30 28.750 K $ 0.64 %
2025/09/30 EXC EXELON CORP 0.33% 4.501 M $ 100000 2021/12/31 158.999 K $ 3.66 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.32% 4.290 M $ 24000 2021/09/30 1.568 M $ 57.60 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.31% 4.202 M $ 53943 2019/06/30 502.209 K $ 13.57 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP DEL 0.31% 4.192 M $ 10000 2020/12/31 1.319 M $ 45.89 %
2025/09/30 ABT ABBOTT LABS 0.30% 4.085 M $ 30500 2010/12/31 -63.134 K $ -1.52 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.30% 4.042 M $ 32666 2012/12/31 187.829 K $ 4.87 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.29% 3.927 M $ 50000 2022/09/30 -352.499 K $ -8.24 %
2025/09/30 ET ENERGY TRANSFER L P 0.28% 3.875 M $ 225800 2022/12/31 -219.025 K $ -5.35 %
2025/09/30 IWM ISHARES TR 0.28% 3.871 M $ 16000 2024/09/30 418.720 K $ 12.13 %
2025/09/30 HCA HCA HEALTHCARE INC 0.28% 3.836 M $ 9000 2017/03/31 387.899 K $ 11.25 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.28% 3.811 M $ 61010 2017/03/31 -303.219 K $ -7.37 %
2025/09/30 SNY SANOFI SA 0.28% 3.776 M $ 80000 2012/03/31 -88.799 K $ -2.30 %
2025/09/30 NEE NEXTERA ENERGY INC 0.28% 3.775 M $ 50000 2021/09/30 303.499 K $ 8.74 %
2025/09/30 CAH CARDINAL HEALTH INC 0.27% 3.654 M $ 23277 2010/12/31 -256.978 K $ -6.57 %
2025/09/30 UNP UNION PAC CORP 0.26% 3.546 M $ 15000 2015/12/31 94.349 K $ 2.73 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.26% 3.539 M $ 125000 2020/12/31 -136.249 K $ -3.71 %
2025/09/30 SYK STRYKER CORPORATION 0.24% 3.327 M $ 9000 2012/03/31 -233.639 K $ -6.56 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.24% 3.244 M $ 20000 2013/12/31 -398.600 K $ -10.94 %
2025/09/30 FE FIRSTENERGY CORP 0.24% 3.207 M $ 70000 2021/09/30 389.200 K $ 13.81 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.22% 2.965 M $ 34000 2021/06/30 188.699 K $ 6.80 %