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
$1.6B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$40.6M
3
+$23.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$9.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.28M

Top Sells

1
+$3.56M
2
+$1.3M
3
+$331K
4
MCD icon
McDonald's
MCD
+$206K
5
PYPL icon
PayPal
PYPL
+$199K

Sector Composition

1 Technology 6.55%
2 Communication Services 1.85%
3 Real Estate 1.67%
4 Consumer Discretionary 1.01%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.07%
24,232
52
$1.12M 0.07%
5,480
+21
53
$1.02M 0.06%
24,653
54
$956K 0.06%
16,529
-609
55
$951K 0.06%
10,607
+115
56
$949K 0.06%
16,634
+23
57
$908K 0.06%
9,968
58
$869K 0.05%
682
-9
59
$868K 0.05%
7,816
-90
60
$855K 0.05%
4,048
-49
61
$847K 0.05%
1,894
62
$818K 0.05%
5,762
+1,687
63
$802K 0.05%
13,693
+300
64
$747K 0.05%
5,645
+240
65
$746K 0.05%
3,720
66
$717K 0.04%
17,527
67
$689K 0.04%
6,703
68
$666K 0.04%
156,361
69
$656K 0.04%
9,954
+5,385
70
$649K 0.04%
3,975
+2,245
71
$630K 0.04%
3,932
+2,158
72
$613K 0.04%
10,539
-3,425
73
$601K 0.04%
10,758
74
$566K 0.04%
4,223
75
$541K 0.03%
1
1 2
3
4 5