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
$1.32B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$22.4M
3
+$15.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.5M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$953K

Top Sells

1
+$10.1M
2
+$6.76M
3
+$2.78M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$1.19M
5
WIX icon
WIX.com
WIX
+$1.15M

Sector Composition

1 Technology 7.31%
2 Communication Services 2.01%
3 Consumer Discretionary 1.22%
4 Financials 0.74%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.08%
17,329
+1,520
52
$1.04M 0.08%
13,964
-406
53
$1.03M 0.08%
70,757
54
$1.02M 0.08%
27,376
-1,268
55
$1.01M 0.08%
9,968
-440
56
$1M 0.08%
4,075
-150
57
$996K 0.08%
7,816
-284
58
$881K 0.07%
13,393
-473
59
$869K 0.07%
1,894
-81
60
$864K 0.07%
682
-27
61
$856K 0.07%
9,254
-436
62
$810K 0.06%
4,048
-193
63
$757K 0.06%
20,680
64
$750K 0.06%
9,071
65
$722K 0.05%
8,331
-299
66
$667K 0.05%
6,819
-222
67
$657K 0.05%
17,569
-1,708
68
$632K 0.05%
156,361
-6,600
69
$561K 0.04%
10,758
-402
70
$545K 0.04%
5,405
-1,105
71
$539K 0.04%
4,223
72
$467K 0.04%
1,980
73
$462K 0.04%
1
74
$433K 0.03%
5,846
-170
75
$413K 0.03%
2,184
+4
1 2
3
4 5