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
$1.32B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$22.4M
3
+$15.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.5M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$953K

Top Sells

1
+$10.1M
2
+$6.76M
3
+$2.78M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$1.19M
5
WIX icon
WIX.com
WIX
+$1.15M

Sector Composition

1 Technology 7.31%
2 Communication Services 2.01%
3 Consumer Discretionary 1.22%
4 Financials 0.74%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.2%
21,424
+1,094
27
$2.42M 0.18%
47,091
-1,436
28
$2.42M 0.18%
26,677
-1,103
29
$2.4M 0.18%
162,845
30
$2.05M 0.16%
4,166
+306
31
$1.9M 0.14%
2,812
-133
32
$1.82M 0.14%
18,200
33
$1.66M 0.13%
9,153
-317
34
$1.59M 0.12%
4,840
35
$1.56M 0.12%
10,769
-386
36
$1.54M 0.12%
41,550
37
$1.5M 0.11%
15,460
-602
38
$1.47M 0.11%
4,831
+11
39
$1.4M 0.11%
3,191
-124
40
$1.32M 0.1%
20,870
-980
41
$1.29M 0.1%
16,788
-3,071
42
$1.26M 0.1%
10,486
+4
43
$1.26M 0.1%
24,232
-968
44
$1.25M 0.09%
8,471
+13
45
$1.24M 0.09%
10,928
-402
46
$1.23M 0.09%
65,122
47
$1.17M 0.09%
351,521
48
$1.16M 0.09%
1,425
-62
49
$1.14M 0.09%
24,653
-4,670
50
$1.08M 0.08%
5,458
+3
1
2
3 4 5