AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.3B
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$24.9M
3
+$10.7M
4
FVRR icon
Fiverr
FVRR
+$3.68M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.88M

Top Sells

1
+$27.3M
2
+$20.5M
3
+$6.08M
4
ADBE icon
Adobe
ADBE
+$4.39M
5
MA icon
Mastercard
MA
+$4.21M

Sector Composition

1 Technology 7.72%
2 Real Estate 4.48%
3 Communication Services 2.19%
4 Financials 1.71%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.09%
37,760
-987
52
$2.81M 0.09%
18,200
53
$2.77M 0.09%
36,900
54
$2.72M 0.08%
2,812
55
$2.5M 0.08%
24,653
56
$2.49M 0.08%
20,790
+8,340
57
$2.32M 0.07%
7,346
-9,539
58
$2.19M 0.07%
937
59
$2.18M 0.07%
3,191
60
$2.18M 0.07%
8,150
61
$2.13M 0.07%
6,241
-6,636
62
$2.1M 0.07%
4,969
63
$2.07M 0.06%
12,416
64
$1.8M 0.06%
17,431
-37,075
65
$1.79M 0.06%
11,642
-10,859
66
$1.72M 0.05%
13,321
-1,349
67
$1.66M 0.05%
39,120
-10,000
68
$1.57M 0.05%
19,674
+530
69
$1.56M 0.05%
5,188
-1,053
70
$1.49M 0.05%
8,331
71
$1.41M 0.04%
27,317
-25,965
72
$1.28M 0.04%
3,150
-478
73
$1.26M 0.04%
8,945
74
$1.21M 0.04%
6,515
-575
75
$1.17M 0.04%
14,930
-40
1 2
3
4 5