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
$2.44B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$5.66M
3
+$3.31M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.93M
5
AVGO icon
Broadcom
AVGO
+$2.79M

Top Sells

1
+$20.3M
2
+$9.52M
3
+$3.02M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$2.53M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.93M

Sector Composition

1 Technology 7.17%
2 Real Estate 2.63%
3 Communication Services 1.79%
4 Consumer Discretionary 0.93%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.53M 0.27%
40,670
+17,350
27
$5.83M 0.24%
13,222
+1,004
28
$5.35M 0.22%
125,655
29
$5.1M 0.21%
21,599
30
$5.04M 0.21%
259,092
31
$4.82M 0.2%
34,107
+5,815
32
$4.63M 0.19%
33,758
33
$4.5M 0.18%
11,053
+2,341
34
$4.46M 0.18%
5,251
+500
35
$3.3M 0.14%
38,570
+16,107
36
$2.9M 0.12%
40,305
37
$2.89M 0.12%
51,070
38
$2.88M 0.12%
2,812
39
$2.78M 0.11%
22,705
40
$2.69M 0.11%
351,521
41
$2.67M 0.11%
37,677
+5,255
42
$2.62M 0.11%
15,460
43
$2.4M 0.1%
10,620
+5,870
44
$2.39M 0.1%
13,754
45
$2.22M 0.09%
18,200
46
$2.1M 0.09%
3,191
47
$1.97M 0.08%
11,970
+2,527
48
$1.96M 0.08%
11,100
+970
49
$1.9M 0.08%
12,770
+493
50
$1.81M 0.07%
11,004
+1,448
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