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
$2.44B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$5.66M
3
+$3.31M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.93M
5
AVGO icon
Broadcom
AVGO
+$2.79M

Top Sells

1
+$20.3M
2
+$9.52M
3
+$3.02M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$2.53M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.93M

Sector Composition

1 Technology 7.17%
2 Real Estate 2.63%
3 Communication Services 1.79%
4 Consumer Discretionary 0.93%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.07%
36,900
52
$1.71M 0.07%
10,542
+3,839
53
$1.7M 0.07%
5,169
54
$1.56M 0.06%
24,653
55
$1.56M 0.06%
7,816
56
$1.56M 0.06%
6,882
+1,353
57
$1.54M 0.06%
937
+200
58
$1.51M 0.06%
+25,480
59
$1.5M 0.06%
1,425
60
$1.44M 0.06%
1,589
+1,142
61
$1.4M 0.06%
8,530
+5,900
62
$1.26M 0.05%
18,576
+8,654
63
$1.17M 0.05%
24,232
64
$1.15M 0.05%
6,303
+3,018
65
$1.11M 0.05%
4,233
+2,705
66
$1.11M 0.05%
13,500
67
$1.08M 0.04%
18,228
-100
68
$1.07M 0.04%
27,376
69
$1.05M 0.04%
2,062
+938
70
$1.03M 0.04%
1,894
71
$1M 0.04%
8,099
+3,388
72
$1M 0.04%
3,720
73
$997K 0.04%
6,823
+2,598
74
$965K 0.04%
+5,613
75
$912K 0.04%
12,104
+501
1 2
3
4 5