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
$2.57B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.3M
3
+$4.97M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$14.4M
2
+$4.28M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$3.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Sector Composition

1 Technology 6.47%
2 Real Estate 3.66%
3 Communication Services 1.8%
4 Financials 1.72%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.1%
35,631
-3,393
52
$2.47M 0.1%
2,986
+1,228
53
$2.4M 0.09%
43,530
54
$2.38M 0.09%
18,200
55
$2.35M 0.09%
36,900
56
$2.32M 0.09%
6,336
-467
57
$2.28M 0.09%
13,754
58
$2.19M 0.09%
8,150
59
$2.18M 0.08%
52,219
+19,509
60
$2.16M 0.08%
49,120
+13,480
61
$1.96M 0.08%
3,191
62
$1.91M 0.07%
12,416
63
$1.86M 0.07%
2,812
64
$1.83M 0.07%
937
65
$1.78M 0.07%
3,405
+1,179
66
$1.77M 0.07%
5,681
-350
67
$1.75M 0.07%
24,653
68
$1.74M 0.07%
24,330
-2,069
69
$1.74M 0.07%
11,235
-1,890
70
$1.72M 0.07%
10,380
+3,121
71
$1.67M 0.07%
4,969
-200
72
$1.64M 0.06%
6,941
+2,513
73
$1.46M 0.06%
24,232
74
$1.4M 0.05%
+8,796
75
$1.34M 0.05%
8,945
-8,608
1 2
3
4 5