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
$2.73B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$6.66M
3
+$6M
4
AMZN icon
Amazon
AMZN
+$5.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.39M

Top Sells

1
+$4.36M
2
+$923K
3
+$838K
4
LLY icon
Eli Lilly
LLY
+$707K
5
WIX icon
WIX.com
WIX
+$636K

Sector Composition

1 Technology 7.83%
2 Real Estate 3.63%
3 Communication Services 2.02%
4 Consumer Discretionary 1.67%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.74M 0.28%
14,688
+408
27
$7.67M 0.28%
36,458
+31,638
28
$7.61M 0.28%
18,843
+14,866
29
$7.34M 0.27%
44,059
+3,236
30
$7.16M 0.26%
30,779
+1,113
31
$6.81M 0.25%
15,021
+4,003
32
$6.75M 0.25%
7,366
+504
33
$6.67M 0.24%
15,004
34
$6.55M 0.24%
148,723
-1,347
35
$6.04M 0.22%
257,692
36
$5.2M 0.19%
124,217
-382
37
$5.14M 0.19%
56,940
+9,166
38
$4.46M 0.16%
33,758
39
$3.89M 0.14%
23,211
+2,712
40
$3.51M 0.13%
21,599
41
$3.45M 0.13%
50,820
42
$3.42M 0.13%
40,305
43
$3.13M 0.11%
14,191
+2,102
44
$3.04M 0.11%
351,521
45
$2.81M 0.1%
15,460
46
$2.8M 0.1%
39,024
+3,739
47
$2.72M 0.1%
13,754
48
$2.67M 0.1%
17,553
+1,557
49
$2.65M 0.1%
6,803
+4,848
50
$2.62M 0.1%
12,770
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