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
$2.57B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.3M
3
+$4.97M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$14.4M
2
+$4.28M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$3.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Sector Composition

1 Technology 6.47%
2 Real Estate 3.66%
3 Communication Services 1.8%
4 Financials 1.72%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.32M 0.36%
393,729
-9,078
27
$9.31M 0.36%
16,992
+2,304
28
$8.87M 0.34%
42,969
+12,190
29
$7.04M 0.27%
36,458
30
$6.94M 0.27%
41,439
-16,403
31
$6.83M 0.27%
7,225
-141
32
$6.5M 0.25%
143,668
-5,055
33
$5.75M 0.22%
15,004
34
$5.47M 0.21%
257,692
35
$5.41M 0.21%
123,829
-388
36
$5.33M 0.21%
40,305
37
$4.89M 0.19%
34,988
-9,071
38
$4.72M 0.18%
18,196
-647
39
$4.66M 0.18%
53,124
-3,816
40
$4.41M 0.17%
12,579
+5,047
41
$4.32M 0.17%
33,758
42
$4.15M 0.16%
23,980
+9,200
43
$4.03M 0.16%
16,438
+7,191
44
$3.76M 0.15%
22,044
-1,167
45
$3.7M 0.14%
13,865
-326
46
$3.13M 0.12%
21,599
47
$2.93M 0.11%
50,820
48
$2.82M 0.11%
12,770
49
$2.74M 0.11%
351,521
50
$2.64M 0.1%
15,460
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