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
$1.03B
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$3.09M
3
+$2.7M
4
BXP icon
Boston Properties
BXP
+$2.22M
5
CGNT icon
Cognyte Software
CGNT
+$1.49M

Top Sells

1
+$4.52M
2
+$3.04M
3
+$1.85M
4
NMFC icon
New Mountain Finance
NMFC
+$1.32M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$949K

Sector Composition

1 Technology 7.93%
2 Communication Services 2.42%
3 Consumer Discretionary 1.45%
4 Real Estate 1.08%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.11%
2,395
-95
52
$1.09M 0.11%
8,478
+20
53
$1.09M 0.11%
14,035
-565
54
$1.07M 0.1%
11,330
-470
55
$1.03M 0.1%
+25,200
56
$999K 0.1%
10,482
57
$984K 0.1%
21,850
-1,150
58
$930K 0.09%
8,100
-5,700
59
$927K 0.09%
4,225
-175
60
$923K 0.09%
30,324
-25,482
61
$899K 0.09%
70,757
-54,975
62
$886K 0.09%
10,233
-67
63
$855K 0.08%
11,160
-470
64
$844K 0.08%
20,832
-1,305
65
$837K 0.08%
4,204
-1,300
66
$807K 0.08%
17,520
-88
67
$727K 0.07%
10,490
-510
68
$711K 0.07%
20,680
69
$701K 0.07%
51,461
-2,252
70
$693K 0.07%
9,071
71
$688K 0.07%
+13,866
72
$670K 0.07%
6,880
-360
73
$658K 0.06%
4,210
-211
74
$591K 0.06%
3,912
-188
75
$588K 0.06%
709
-31
1 2
3
4 5