AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$26.3M
3
+$12.7M
4
FVRR icon
Fiverr
FVRR
+$3.66M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.07M

Top Sells

1
+$28.4M
2
+$21.3M
3
+$6.37M
4
ADBE icon
Adobe
ADBE
+$4.39M
5
MA icon
Mastercard
MA
+$4.17M

Sector Composition

1 Technology 7.72%
2 Real Estate 4.48%
3 Communication Services 2.19%
4 Financials 1.71%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
26
Health Care Select Sector SPDR Fund
XLV
$40.3B
$14.5M 0.45%
104,326
-505
ITRN icon
27
Ituran Location and Control
ITRN
$797M
$12.8M 0.4%
356,956
ORCL icon
28
Oracle
ORCL
$573B
$12.2M 0.38%
43,518
+8,235
QQQM icon
29
Invesco NASDAQ 100 ETF
QQQM
$69.9B
$11.5M 0.36%
46,353
+6,090
ASHR icon
30
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.66B
$11.4M 0.35%
345,757
-3,673
KIM icon
31
Kimco Realty
KIM
$13.9B
$8.91M 0.28%
407,692
RSP icon
32
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
$7.53M 0.23%
39,680
+10,400
BABA icon
33
Alibaba
BABA
$392B
$7.2M 0.22%
40,305
EEM icon
34
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$6.61M 0.21%
123,829
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.1T
$6.44M 0.2%
12,816
-8,047
MA icon
36
Mastercard
MA
$488B
$5.59M 0.17%
9,822
-7,327
COST icon
37
Costco
COST
$404B
$4.81M 0.15%
5,194
-2,053
AMAT icon
38
Applied Materials
AMAT
$203B
$4.42M 0.14%
21,599
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$3.8T
$4.1M 0.13%
16,852
+4,186
CIEN icon
40
Ciena
CIEN
$28.3B
$3.86M 0.12%
26,526
+2,294
TSM icon
41
TSMC
TSM
$1.49T
$3.84M 0.12%
13,754
TSLA icon
42
Tesla
TSLA
$1.43T
$3.51M 0.11%
7,889
-1,188
IBB icon
43
iShares Biotechnology ETF
IBB
$8.65B
$3.35M 0.1%
23,207
-10,551
AMD icon
44
Advanced Micro Devices
AMD
$358B
$3.16M 0.1%
19,542
+9,000
PANW icon
45
Palo Alto Networks
PANW
$131B
$3.15M 0.1%
15,460
SLG icon
46
SL Green Realty
SLG
$3.33B
$3.04M 0.09%
50,820
CGNT icon
47
Cognyte Software
CGNT
$595M
$2.95M 0.09%
351,521
EMXC icon
48
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$2.94M 0.09%
43,530
CEG icon
49
Constellation Energy
CEG
$112B
$2.92M 0.09%
8,865
-152
TMUS icon
50
T-Mobile US
TMUS
$231B
$2.86M 0.09%
11,941
-2,017
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