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
$368M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.65M
3
+$1.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M
5
AMZN icon
Amazon
AMZN
+$1.11M

Top Sells

1
+$2.66M
2
+$1.66M
3
+$1.62M
4
AABA
Altaba Inc
AABA
+$719K
5
BIIB icon
Biogen
BIIB
+$415K

Sector Composition

1 Technology 17.21%
2 Consumer Discretionary 4.65%
3 Financials 3.92%
4 Communication Services 3.51%
5 Industrials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.65%
8,009
-211
27
$2.32M 0.63%
25,100
+12,000
28
$2.24M 0.61%
28,072
-1,363
29
$2.15M 0.58%
61,039
-2,400
30
$2.01M 0.54%
11,093
-1,310
31
$2M 0.54%
6,614
+112
32
$1.96M 0.53%
28,030
-100
33
$1.94M 0.53%
5,870
-230
34
$1.76M 0.48%
28,800
-400
35
$1.73M 0.47%
5,314
+250
36
$1.69M 0.46%
823
-7
37
$1.65M 0.45%
45,543
+7,700
38
$1.57M 0.43%
5,300
39
$1.5M 0.41%
5,058
-1,400
40
$1.49M 0.4%
13,775
-750
41
$1.46M 0.4%
7,102
-756
42
$1.41M 0.38%
13,841
-16,339
43
$1.38M 0.37%
4,840
44
$1.28M 0.35%
28,615
-18
45
$1.28M 0.35%
24,783
46
$1.24M 0.34%
4,765
-330
47
$1.2M 0.33%
20,326
-157
48
$1.18M 0.32%
12,433
-125
49
$1.13M 0.31%
6,845
-37
50
$1.11M 0.3%
18,987
+1,987
1
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