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
$1.17B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$28.8M
3
+$21.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
BXP icon
Boston Properties
BXP
+$770K

Top Sells

1
+$328K
2
+$280K
3
+$229K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$222K
5
ELV icon
Elevance Health
ELV
+$215K

Sector Composition

1 Technology 7.02%
2 Communication Services 1.98%
3 Consumer Discretionary 1.21%
4 Real Estate 1.2%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 0.32%
42,385
27
$2.78M 0.24%
41,137
+11,400
28
$2.38M 0.2%
19,815
29
$2.32M 0.2%
162,845
-5,505
30
$2.31M 0.2%
48,527
+4,667
31
$2.26M 0.19%
27,780
32
$1.98M 0.17%
20,330
-81
33
$1.79M 0.15%
18,200
34
$1.76M 0.15%
3,860
35
$1.72M 0.15%
9,470
-42
36
$1.67M 0.14%
19,859
-404
37
$1.62M 0.14%
2,945
38
$1.61M 0.14%
4,840
39
$1.55M 0.13%
11,155
40
$1.49M 0.13%
4,820
-148
41
$1.44M 0.12%
41,550
42
$1.38M 0.12%
65,122
43
$1.32M 0.11%
29,323
-557
44
$1.3M 0.11%
3,315
45
$1.29M 0.11%
8,458
-20
46
$1.28M 0.11%
25,200
47
$1.23M 0.11%
10,482
48
$1.22M 0.1%
21,850
49
$1.19M 0.1%
8,200
50
$1.15M 0.1%
11,330
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