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
$1.03B
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$3.09M
3
+$2.7M
4
BXP icon
Boston Properties
BXP
+$2.22M
5
CGNT icon
Cognyte Software
CGNT
+$1.49M

Top Sells

1
+$4.52M
2
+$3.04M
3
+$1.85M
4
NMFC icon
New Mountain Finance
NMFC
+$1.32M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$949K

Sector Composition

1 Technology 7.93%
2 Communication Services 2.42%
3 Consumer Discretionary 1.45%
4 Real Estate 1.08%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 0.33%
42,385
27
$2.7M 0.26%
19,815
-455
28
$2.27M 0.22%
168,350
29
$2.22M 0.22%
+29,737
30
$1.85M 0.18%
3,860
-130
31
$1.78M 0.17%
43,860
-1,680
32
$1.72M 0.17%
20,411
-889
33
$1.71M 0.17%
27,780
-4,620
34
$1.62M 0.16%
20,263
-617
35
$1.58M 0.15%
9,512
-338
36
$1.53M 0.15%
18,200
37
$1.5M 0.15%
11,155
-455
38
$1.49M 0.15%
+351,521
39
$1.41M 0.14%
4,840
40
$1.41M 0.14%
162,961
41
$1.34M 0.13%
4,968
-2,633
42
$1.33M 0.13%
16,062
-138
43
$1.31M 0.13%
3,315
-168
44
$1.28M 0.13%
14,456
-389
45
$1.27M 0.12%
29,880
-2,222
46
$1.26M 0.12%
2,945
-155
47
$1.23M 0.12%
1,777
-73
48
$1.18M 0.11%
65,122
-102,300
49
$1.14M 0.11%
8,200
50
$1.13M 0.11%
41,550
-7,622
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