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
$597M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$8.66M
3
+$6.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.39M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$5.6M

Top Sells

1
+$13.2M
2
+$1.66M
3
+$457K
4
PFE icon
Pfizer
PFE
+$422K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$349K

Sector Composition

1 Technology 13.71%
2 Communication Services 5.41%
3 Consumer Discretionary 4.44%
4 Real Estate 2.3%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.47%
62,335
-1,890
27
$2.77M 0.46%
32,100
-1,600
28
$2.62M 0.44%
11,175
-1,300
29
$2.56M 0.43%
5,110
+160
30
$2.5M 0.42%
26,405
+16,578
31
$2.37M 0.4%
47,139
+3,949
32
$2.31M 0.39%
20,300
-660
33
$2.3M 0.38%
15,490
+430
34
$2.1M 0.35%
163,206
-3,000
35
$2M 0.33%
8,613
-1,216
36
$1.96M 0.33%
31,758
+2,238
37
$1.95M 0.33%
4,000
38
$1.87M 0.31%
6,860
-35
39
$1.82M 0.3%
30,654
+6,732
40
$1.67M 0.28%
22,755
41
$1.65M 0.28%
36,203
+441
42
$1.58M 0.26%
4,195
43
$1.57M 0.26%
23,500
44
$1.52M 0.26%
10,000
45
$1.52M 0.26%
11,295
-370
46
$1.48M 0.25%
4,840
47
$1.43M 0.24%
7,206
-444
48
$1.4M 0.23%
27,067
-178
49
$1.36M 0.23%
4,252
-1,423
50
$1.35M 0.23%
606
-28
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