AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.8M
3
+$9.92M
4
BXP icon
Boston Properties
BXP
+$8.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.65M

Top Sells

1
+$2.4M
2
+$750K
3
+$425K
4
NVDA icon
NVIDIA
NVDA
+$380K
5
DD icon
DuPont de Nemours
DD
+$297K

Sector Composition

1 Technology 7.04%
2 Communication Services 1.88%
3 Real Estate 1.17%
4 Consumer Discretionary 1.11%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.24%
42,385
27
$3.15M 0.21%
26,711
+34
28
$3.09M 0.21%
21,421
-3
29
$2.41M 0.16%
47,091
30
$2.22M 0.15%
4,167
+1
31
$2.14M 0.14%
351,521
32
$2.04M 0.14%
2,827
+15
33
$1.96M 0.13%
15,460
34
$1.94M 0.13%
18,200
35
$1.82M 0.12%
70,757
36
$1.82M 0.12%
21,050
+180
37
$1.68M 0.11%
9,154
+1
38
$1.65M 0.11%
4,840
39
$1.64M 0.11%
4,880
+49
40
$1.47M 0.1%
3,213
+22
41
$1.44M 0.1%
41,550
42
$1.36M 0.09%
10,928
43
$1.3M 0.09%
9,531
-1,238
44
$1.28M 0.09%
65,122
45
$1.26M 0.08%
8,473
+2
46
$1.21M 0.08%
16,611
-177
47
$1.19M 0.08%
10,492
+6
48
$1.14M 0.08%
24,653
49
$1.14M 0.08%
27,429
+53
50
$1.12M 0.08%
5,459
+1
1
2
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