AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.6M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$11.2M
5
BXP icon
Boston Properties
BXP
+$7.61M

Top Sells

1
+$14.9M
2
+$2.9M
3
+$2.76M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.67T
$11.6M 0.4%
42,211
+772
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.05T
$10.1M 0.35%
20,863
+522
MA icon
28
Mastercard
MA
$497B
$9.64M 0.33%
17,149
+157
ASHR icon
29
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.31B
$9.62M 0.33%
349,430
-5,118
QQQM icon
30
Invesco NASDAQ 100 ETF
QQQM
$63B
$9.14M 0.31%
40,263
+3,805
KIM icon
31
Kimco Realty
KIM
$14.6B
$8.57M 0.29%
407,692
+150,000
ORCL icon
32
Oracle
ORCL
$892B
$7.71M 0.26%
35,283
+295
COST icon
33
Costco
COST
$410B
$7.17M 0.25%
7,247
+22
VWO icon
34
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$7.1M 0.24%
143,543
-125
EEM icon
35
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$5.97M 0.2%
123,829
WMT icon
36
Walmart
WMT
$849B
$5.33M 0.18%
54,506
+1,382
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$5.32M 0.18%
29,280
+5,300
JPM icon
38
JPMorgan Chase
JPM
$813B
$4.89M 0.17%
16,885
+447
V icon
39
Visa
V
$651B
$4.57M 0.16%
12,877
+298
BABA icon
40
Alibaba
BABA
$383B
$4.57M 0.16%
40,305
ADBE icon
41
Adobe
ADBE
$138B
$4.39M 0.15%
11,352
-3,652
IBB icon
42
iShares Biotechnology ETF
IBB
$6.14B
$4.27M 0.15%
33,758
AMAT icon
43
Applied Materials
AMAT
$181B
$3.95M 0.14%
21,599
PG icon
44
Procter & Gamble
PG
$350B
$3.58M 0.12%
22,501
+457
TMUS icon
45
T-Mobile US
TMUS
$255B
$3.33M 0.11%
13,958
+93
CGNT icon
46
Cognyte Software
CGNT
$584M
$3.25M 0.11%
351,521
PANW icon
47
Palo Alto Networks
PANW
$139B
$3.16M 0.11%
15,460
SLG icon
48
SL Green Realty
SLG
$3.82B
$3.15M 0.11%
50,820
TSM icon
49
TSMC
TSM
$1.56T
$3.12M 0.11%
13,754
CEG icon
50
Constellation Energy
CEG
$124B
$2.91M 0.1%
9,017
+4,154
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