AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
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
HD icon
76
Home Depot
HD
$386B
$1.33M 0.05%
3,628
-2,708
LLY icon
77
Eli Lilly
LLY
$735B
$1.32M 0.05%
1,690
-1,296
SN icon
78
SharkNinja
SN
$13.3B
$1.24M 0.04%
12,505
+4,700
BA icon
79
Boeing
BA
$160B
$1.23M 0.04%
5,874
+4,413
XLP icon
80
Consumers Staples Select Sector SPDR Fund
XLP
$15.4B
$1.21M 0.04%
14,970
PEP icon
81
PepsiCo
PEP
$209B
$1.18M 0.04%
8,945
VTWO icon
82
Vanguard Russell 2000 ETF
VTWO
$12.9B
$1.18M 0.04%
13,500
RTX icon
83
RTX Corp
RTX
$210B
$1.14M 0.04%
7,819
+4,052
UBER icon
84
Uber
UBER
$193B
$1.14M 0.04%
12,239
+6,331
MCD icon
85
McDonald's
MCD
$218B
$1.09M 0.04%
3,733
-1,948
JNJ icon
86
Johnson & Johnson
JNJ
$463B
$1.08M 0.04%
7,090
-3,290
WFC icon
87
Wells Fargo
WFC
$265B
$1.08M 0.04%
13,439
CAT icon
88
Caterpillar
CAT
$253B
$1.07M 0.04%
2,752
+1,400
UNP icon
89
Union Pacific
UNP
$133B
$1.02M 0.03%
4,428
-2,513
WDAY icon
90
Workday
WDAY
$60.8B
$972K 0.03%
4,048
CVX icon
91
Chevron
CVX
$306B
$966K 0.03%
6,751
+67
CHKP icon
92
Check Point Software Technologies
CHKP
$20.2B
$934K 0.03%
4,223
NICE icon
93
Nice
NICE
$7.94B
$901K 0.03%
5,337
BKNG icon
94
Booking.com
BKNG
$161B
$863K 0.03%
149
-91
PRGO icon
95
Perrigo
PRGO
$2.96B
$861K 0.03%
32,236
XOM icon
96
Exxon Mobil
XOM
$472B
$843K 0.03%
7,816
+170
NXPI icon
97
NXP Semiconductors
NXPI
$54.8B
$813K 0.03%
3,720
LIN icon
98
Linde
LIN
$208B
$774K 0.03%
1,650
REGN icon
99
Regeneron Pharmaceuticals
REGN
$60.3B
$748K 0.03%
1,425
ELV icon
100
Elevance Health
ELV
$78.4B
$737K 0.03%
1,894
2 3
4
5 6