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
$2.3B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$96.2M
2
+$46M
3
+$17.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$4.34M
5
SPG icon
Simon Property Group
SPG
+$4.29M

Top Sells

1
+$1.03M
2
+$204K
3
+$182K
4
BABA icon
Alibaba
BABA
+$150K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$133K

Sector Composition

1 Technology 6.31%
2 Real Estate 2.8%
3 Communication Services 1.56%
4 Consumer Discretionary 0.88%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.07%
10,130
+433
52
$1.62M 0.07%
36,900
-4,650
53
$1.56M 0.07%
24,653
54
$1.55M 0.07%
+5,169
55
$1.53M 0.07%
9,443
+885
56
$1.37M 0.06%
1,425
57
$1.36M 0.06%
5,529
+29
58
$1.32M 0.06%
7,816
59
$1.21M 0.05%
6,703
60
$1.2M 0.05%
24,232
61
$1.19M 0.05%
27,376
62
$1.15M 0.05%
13,500
63
$1.11M 0.05%
737
64
$1.1M 0.05%
4,048
65
$1.09M 0.05%
11,603
+874
66
$1.06M 0.05%
18,328
+3,334
67
$989K 0.04%
4,750
+2,349
68
$982K 0.04%
1,894
69
$935K 0.04%
13,693
70
$935K 0.04%
13,964
71
$922K 0.04%
3,720
72
$911K 0.04%
9,968
73
$888K 0.04%
5,762
74
$879K 0.04%
13,058
-1,974
75
$798K 0.03%
10,758
1 2
3
4 5