AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.43B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
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
+$17.5M
2
+$15.5M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$8.51M
5
BXP icon
Boston Properties
BXP
+$7.51M

Top Sells

1
+$13.7M
2
+$2.75M
3
+$2.49M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M

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
51
$2.88M 0.1%
9,077
-9,119
52
$2.75M 0.09%
43,530
53
$2.69M 0.09%
38,747
+3,116
54
$2.69M 0.09%
18,200
55
$2.56M 0.09%
49,120
56
$2.53M 0.09%
14,670
+1,900
57
$2.52M 0.09%
53,282
+1,063
58
$2.51M 0.09%
3,191
59
$2.48M 0.08%
8,150
60
$2.45M 0.08%
937
61
$2.25M 0.08%
2,812
62
$2.23M 0.08%
12,666
+1,431
63
$2.17M 0.07%
4,969
64
$2.16M 0.07%
36,900
65
$2.1M 0.07%
24,653
66
$1.98M 0.07%
12,416
67
$1.97M 0.07%
24,232
68
$1.78M 0.06%
25,190
+860
69
$1.67M 0.06%
12,450
+360
70
$1.66M 0.06%
9,110
+314
71
$1.61M 0.05%
6,241
+3,206
72
$1.5M 0.05%
10,542
73
$1.48M 0.05%
19,144
+3,830
74
$1.45M 0.05%
13,693
75
$1.33M 0.05%
8,331
1 2
3
4 5