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
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$15.6M
3 +$15.3M
4
LMND icon
Lemonade
LMND
+$11.2M
5
BXP icon
Boston Properties
BXP
+$7.61M

Top Sells

1 +$14.9M
2 +$2.9M
3 +$2.76M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
51
Tesla
TSLA
$1.46T
$2.88M 0.1%
9,077
-9,119
EMXC icon
52
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.7B
$2.75M 0.09%
43,530
NEE icon
53
NextEra Energy
NEE
$171B
$2.69M 0.09%
38,747
+3,116
XLI icon
54
State Street Industrial Select Sector SPDR ETF
XLI
$28.1B
$2.69M 0.09%
18,200
ONON icon
55
On Holding
ONON
$14.9B
$2.56M 0.09%
49,120
FISV
56
Fiserv Inc
FISV
$36.3B
$2.53M 0.09%
14,670
+1,900
BAC icon
57
Bank of America
BAC
$379B
$2.52M 0.09%
53,282
+1,063
INTU icon
58
Intuit
INTU
$158B
$2.51M 0.09%
3,191
SAP icon
59
SAP
SAP
$278B
$2.48M 0.08%
8,150
MELI icon
60
Mercado Libre
MELI
$107B
$2.45M 0.08%
937
ASML icon
61
ASML
ASML
$517B
$2.25M 0.08%
2,812
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$4.02T
$2.23M 0.08%
12,666
+1,431
TT icon
63
Trane Technologies
TT
$85.6B
$2.17M 0.07%
4,969
TCOM icon
64
Trip.com Group
TCOM
$40.1B
$2.16M 0.07%
36,900
C icon
65
Citigroup
C
$201B
$2.1M 0.07%
24,653
QCOM icon
66
Qualcomm
QCOM
$176B
$1.98M 0.07%
12,416
CIEN icon
67
Ciena
CIEN
$33.6B
$1.97M 0.07%
24,232
KO icon
68
Coca-Cola
KO
$303B
$1.78M 0.06%
25,190
+860
NFLX icon
69
Netflix
NFLX
$373B
$1.67M 0.06%
12,450
+360
PM icon
70
Philip Morris
PM
$266B
$1.66M 0.06%
9,110
+314
GE icon
71
GE Aerospace
GE
$336B
$1.61M 0.05%
6,241
+3,206
AMD icon
72
Advanced Micro Devices
AMD
$371B
$1.5M 0.05%
10,542
VGK icon
73
Vanguard FTSE Europe ETF
VGK
$30.2B
$1.48M 0.05%
19,144
+3,830
FTNT icon
74
Fortinet
FTNT
$56.8B
$1.45M 0.05%
13,693
SE icon
75
Sea Limited
SE
$74.2B
$1.33M 0.05%
8,331