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
$368M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.65M
3
+$1.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M
5
AMZN icon
Amazon
AMZN
+$1.11M

Top Sells

1
+$2.66M
2
+$1.66M
3
+$1.62M
4
AABA
Altaba Inc
AABA
+$719K
5
BIIB icon
Biogen
BIIB
+$415K

Sector Composition

1 Technology 17.21%
2 Consumer Discretionary 4.65%
3 Financials 3.92%
4 Communication Services 3.51%
5 Industrials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.3%
20,370
52
$1.04M 0.28%
35,774
+2,136
53
$1.02M 0.28%
30,692
54
$1.01M 0.27%
31,400
+2,100
55
$985K 0.27%
8,520
+4,220
56
$922K 0.25%
67,770
-2,360
57
$888K 0.24%
+21,000
58
$887K 0.24%
22,051
+1,880
59
$875K 0.24%
16,257
-965
60
$843K 0.23%
9,593
61
$816K 0.22%
5,590
+200
62
$781K 0.21%
13,055
63
$763K 0.21%
13,850
-450
64
$716K 0.19%
+6,620
65
$659K 0.18%
4,400
66
$641K 0.17%
9,324
-23,629
67
$624K 0.17%
16,194
68
$588K 0.16%
100,000
69
$574K 0.16%
+487
70
$574K 0.16%
4,596
-270
71
$565K 0.15%
9,250
72
$559K 0.15%
3,600
73
$551K 0.15%
2,077
+132
74
$547K 0.15%
4,300
75
$544K 0.15%
5,371
-450
1 2
3
4