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
$431M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.11M
5
SPG icon
Simon Property Group
SPG
+$1.44M

Top Sells

1
+$8.72M
2
+$2.1M
3
+$1.56M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.41M

Sector Composition

1 Technology 15.53%
2 Communication Services 6.32%
3 Consumer Discretionary 4%
4 Real Estate 2.35%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$775K 0.18%
12,955
52
$769K 0.18%
20,952
-394
53
$763K 0.18%
+12,000
54
$755K 0.18%
3,800
55
$736K 0.17%
10,000
+1,500
56
$726K 0.17%
+2,450
57
$711K 0.17%
4,204
-811
58
$700K 0.16%
50,620
-1,985
59
$681K 0.16%
3,600
60
$654K 0.15%
6,671
+2,100
61
$635K 0.15%
12,610
-1,565
62
$624K 0.14%
9,071
-253
63
$615K 0.14%
2,635
+214
64
$604K 0.14%
5,300
65
$602K 0.14%
2,252
66
$581K 0.13%
3,170
-4,325
67
$579K 0.13%
4,114
-400
68
$568K 0.13%
18,000
+5,000
69
$557K 0.13%
500
70
$547K 0.13%
6,000
+1,000
71
$537K 0.12%
4,998
-14,171
72
$514K 0.12%
4,296
+150
73
$503K 0.12%
2,000
+500
74
$502K 0.12%
19,617
+5,219
75
$465K 0.11%
+3,000
1 2
3
4