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
$431M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.11M
5
SPG icon
Simon Property Group
SPG
+$1.44M

Top Sells

1
+$8.72M
2
+$2.1M
3
+$1.56M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.41M

Sector Composition

1 Technology 15.53%
2 Communication Services 6.32%
3 Consumer Discretionary 4%
4 Real Estate 2.35%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.49%
40,299
-9,811
27
$2.09M 0.49%
4,800
-285
28
$1.98M 0.46%
166,715
-4,790
29
$1.92M 0.45%
10,759
-7,899
30
$1.72M 0.4%
28,400
+3,500
31
$1.59M 0.37%
167,600
+79,600
32
$1.57M 0.37%
6,937
+35
33
$1.51M 0.35%
22,755
34
$1.5M 0.35%
11,360
+2,600
35
$1.49M 0.35%
5,656
-576
36
$1.47M 0.34%
28,845
+231
37
$1.47M 0.34%
4,000
38
$1.4M 0.33%
14,350
+5,750
39
$1.27M 0.3%
4,195
40
$1.25M 0.29%
4,840
41
$1.21M 0.28%
30,781
+11,930
42
$1.09M 0.25%
10,903
-798
43
$1.09M 0.25%
27,253
-1,315
44
$1.07M 0.25%
672
-25
45
$1.04M 0.24%
11,903
-68
46
$980K 0.23%
6,845
47
$939K 0.22%
24,522
48
$934K 0.22%
29,300
-800
49
$917K 0.21%
+8,800
50
$915K 0.21%
+10,127
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