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
$2.6B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$12M
3
+$8.54M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.3M

Top Sells

1
+$21.1M
2
+$9.88M
3
+$2.78M
4
INTU icon
Intuit
INTU
+$2.1M
5
EL icon
Estee Lauder
EL
+$613K

Sector Composition

1 Technology 7.12%
2 Real Estate 2.86%
3 Communication Services 1.83%
4 Consumer Discretionary 1.06%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.09%
12,770
52
$2.19M 0.08%
36,900
53
$2.02M 0.08%
33,130
+7,650
54
$2.01M 0.08%
5,169
55
$1.96M 0.08%
13,318
+7,878
56
$1.92M 0.07%
937
57
$1.87M 0.07%
+8,150
58
$1.82M 0.07%
3,120
+1,058
59
$1.77M 0.07%
6,455
+2,222
60
$1.73M 0.07%
10,542
61
$1.66M 0.06%
6,751
-131
62
$1.63M 0.06%
7,715
+3,213
63
$1.58M 0.06%
9,520
+3,217
64
$1.55M 0.06%
9,573
+2,750
65
$1.54M 0.06%
21,497
+15,674
66
$1.54M 0.06%
24,653
67
$1.5M 0.06%
1,425
68
$1.49M 0.06%
24,232
69
$1.33M 0.05%
7,816
70
$1.25M 0.05%
10,997
+2,898
71
$1.21M 0.05%
13,500
72
$1.14M 0.04%
27,376
73
$1.14M 0.04%
15,986
+3,617
74
$1.13M 0.04%
28,552
+8,780
75
$1.09M 0.04%
13,964
+3,425
1 2
3
4 5