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
$2.6B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$12M
3
+$8.54M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.3M

Top Sells

1
+$21.1M
2
+$9.88M
3
+$2.78M
4
INTU icon
Intuit
INTU
+$2.1M
5
EL icon
Estee Lauder
EL
+$613K

Sector Composition

1 Technology 7.12%
2 Real Estate 2.86%
3 Communication Services 1.83%
4 Consumer Discretionary 1.06%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.77M 0.3%
15,004
27
$7.18M 0.28%
150,070
-14
28
$7.05M 0.27%
14,280
+1,058
29
$6.96M 0.27%
40,823
+6,716
30
$6.7M 0.26%
29,666
+19,046
31
$6.08M 0.23%
6,862
+1,611
32
$5.98M 0.23%
257,692
-1,400
33
$5.71M 0.22%
124,599
-1,056
34
$5.07M 0.19%
11,018
-35
35
$4.92M 0.19%
33,758
36
$4.36M 0.17%
21,599
37
$4.28M 0.16%
40,305
38
$3.86M 0.15%
47,774
+29,198
39
$3.55M 0.14%
20,499
+8,529
40
$3.54M 0.14%
50,820
-250
41
$2.98M 0.11%
35,285
-2,392
42
$2.72M 0.1%
15,996
+4,992
43
$2.65M 0.1%
14,780
+6,250
44
$2.64M 0.1%
15,460
45
$2.5M 0.1%
12,089
+989
46
$2.46M 0.09%
18,200
47
$2.39M 0.09%
13,754
48
$2.39M 0.09%
351,521
49
$2.37M 0.09%
2,674
+1,085
50
$2.34M 0.09%
2,812
1
2
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