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
$1.17B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$28.8M
3
+$21.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
BXP icon
Boston Properties
BXP
+$770K

Top Sells

1
+$328K
2
+$280K
3
+$229K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$222K
5
ELV icon
Elevance Health
ELV
+$215K

Sector Composition

1 Technology 7.02%
2 Communication Services 1.98%
3 Consumer Discretionary 1.21%
4 Real Estate 1.2%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.1%
5,455
+1,251
52
$1.13M 0.1%
16,062
53
$1.07M 0.09%
1,487
-290
54
$1.06M 0.09%
4,225
55
$1.05M 0.09%
351,521
56
$1.04M 0.09%
10,408
+175
57
$1.01M 0.09%
14,370
-86
58
$1.01M 0.09%
1,975
-420
59
$1M 0.09%
28,644
-1,680
60
$951K 0.08%
11,635
-2,400
61
$932K 0.08%
162,961
62
$890K 0.08%
8,100
63
$887K 0.08%
15,809
-1,711
64
$881K 0.08%
20,680
65
$863K 0.07%
70,757
66
$797K 0.07%
19,277
-1,555
67
$774K 0.07%
9,071
68
$758K 0.07%
11,160
69
$736K 0.06%
9,690
-800
70
$712K 0.06%
4,241
+31
71
$682K 0.06%
13,866
72
$616K 0.05%
3,895
-17
73
$614K 0.05%
709
74
$580K 0.05%
42,790
-8,671
75
$576K 0.05%
6,510
-370
1 2
3
4 5