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
$1.6B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$40.6M
3
+$23.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$9.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.28M

Top Sells

1
+$3.56M
2
+$1.3M
3
+$331K
4
MCD icon
McDonald's
MCD
+$206K
5
PYPL icon
PayPal
PYPL
+$199K

Sector Composition

1 Technology 6.55%
2 Communication Services 1.85%
3 Real Estate 1.67%
4 Consumer Discretionary 1.01%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 0.26%
33,758
27
$3.63M 0.23%
42,385
28
$2.95M 0.18%
21,341
-80
29
$2.86M 0.18%
26,944
+233
30
$2.54M 0.16%
47,091
31
$2.4M 0.15%
+149,485
32
$2.38M 0.15%
4,182
+15
33
$1.91M 0.12%
70,757
34
$1.85M 0.12%
18,200
35
$1.82M 0.11%
15,460
36
$1.77M 0.11%
21,300
+250
37
$1.74M 0.11%
4,860
-20
38
$1.64M 0.1%
3,191
-22
39
$1.63M 0.1%
2,812
-15
40
$1.63M 0.1%
4,840
41
$1.61M 0.1%
351,521
42
$1.56M 0.1%
9,201
+47
43
$1.46M 0.09%
41,550
44
$1.34M 0.08%
9,612
+81
45
$1.25M 0.08%
8,555
+82
46
$1.24M 0.08%
27,714
+285
47
$1.24M 0.08%
10,928
48
$1.19M 0.07%
1,425
49
$1.19M 0.07%
13,754
+4,500
50
$1.15M 0.07%
65,122
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