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
$490M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.42M
3
+$1.73M
4
AMZN icon
Amazon
AMZN
+$1.33M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.26M

Top Sells

1
+$7.05M
2
+$1.67M
3
+$1.03M
4
BA icon
Boeing
BA
+$581K
5
AVGOP
Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A
AVGOP
+$557K

Sector Composition

1 Technology 14.65%
2 Communication Services 7.17%
3 Consumer Discretionary 4.77%
4 Financials 2.13%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.5%
4,950
+150
27
$2.31M 0.47%
35,589
-5,050
28
$2.25M 0.46%
43,190
+2,891
29
$2.16M 0.44%
20,960
+6,610
30
$2.09M 0.43%
9,829
-930
31
$2.09M 0.43%
15,060
+3,700
32
$2M 0.41%
33,700
+5,300
33
$1.81M 0.37%
6,895
-42
34
$1.63M 0.33%
166,206
-509
35
$1.52M 0.31%
5,675
+19
36
$1.49M 0.3%
4,195
37
$1.48M 0.3%
4,000
38
$1.42M 0.29%
35,762
+4,981
39
$1.34M 0.27%
4,840
40
$1.34M 0.27%
23,500
+5,500
41
$1.33M 0.27%
11,665
+2,865
42
$1.27M 0.26%
29,520
+675
43
$1.25M 0.25%
22,755
44
$1.2M 0.25%
27,245
-8
45
$1.18M 0.24%
+7,650
46
$1.18M 0.24%
10,000
+4,000
47
$1.15M 0.23%
10,903
48
$1.11M 0.23%
37,115
+7,815
49
$1.08M 0.22%
634
-38
50
$1.02M 0.21%
6,845
1
2
3 4