AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.8M
3
+$9.92M
4
BXP icon
Boston Properties
BXP
+$8.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.65M

Top Sells

1
+$2.4M
2
+$750K
3
+$425K
4
NVDA icon
NVIDIA
NVDA
+$380K
5
DD icon
DuPont de Nemours
DD
+$297K

Sector Composition

1 Technology 7.04%
2 Communication Services 1.88%
3 Real Estate 1.17%
4 Consumer Discretionary 1.11%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.07%
17,138
-191
52
$1.03M 0.07%
24,232
53
$1.01M 0.07%
1,425
54
$1.01M 0.07%
13,393
55
$984K 0.07%
9,968
56
$933K 0.06%
7,906
+90
57
$931K 0.06%
9,254
58
$931K 0.06%
4,097
+49
59
$920K 0.06%
13,964
60
$834K 0.06%
1,894
61
$819K 0.06%
156,361
62
$809K 0.05%
691
+9
63
$785K 0.05%
4,075
64
$750K 0.05%
20,680
65
$746K 0.05%
6,703
-116
66
$744K 0.05%
17,527
-42
67
$743K 0.05%
+3,720
68
$644K 0.04%
5,405
69
$569K 0.04%
10,758
70
$540K 0.04%
4,223
71
$514K 0.03%
13,557
72
$512K 0.03%
1
73
$480K 0.03%
1,980
74
$474K 0.03%
8,331
75
$465K 0.03%
6,325
+479
1 2
3
4 5