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
$3.22B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$26.3M
3
+$12.7M
4
FVRR icon
Fiverr
FVRR
+$3.66M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.07M

Top Sells

1
+$28.4M
2
+$21.3M
3
+$6.37M
4
ADBE icon
Adobe
ADBE
+$4.39M
5
MA icon
Mastercard
MA
+$4.17M

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
FTNT icon
76
Fortinet
FTNT
$60.8B
$1.15M 0.04%
13,693
LLY icon
77
Eli Lilly
LLY
$947B
$1.11M 0.03%
1,461
-229
BA icon
78
Boeing
BA
$142B
$1.11M 0.03%
5,160
-714
RTX icon
79
RTX Corp
RTX
$225B
$1.1M 0.03%
6,548
-1,271
CAT icon
80
Caterpillar
CAT
$266B
$1.09M 0.03%
2,291
-461
UNP icon
81
Union Pacific
UNP
$137B
$1.05M 0.03%
4,428
CVX icon
82
Chevron
CVX
$305B
$1.04M 0.03%
6,699
-52
MCD icon
83
McDonald's
MCD
$216B
$1.03M 0.03%
3,385
-348
DIS icon
84
Walt Disney
DIS
$191B
$1.01M 0.03%
8,795
+3,534
UBER icon
85
Uber
UBER
$180B
$999K 0.03%
10,201
-2,038
WDAY icon
86
Workday
WDAY
$56.1B
$974K 0.03%
4,048
WFC icon
87
Wells Fargo
WFC
$268B
$904K 0.03%
10,789
-2,650
CHKP icon
88
Check Point Software Technologies
CHKP
$20.1B
$874K 0.03%
4,223
NXPI icon
89
NXP Semiconductors
NXPI
$50.2B
$847K 0.03%
3,720
SN icon
90
SharkNinja
SN
$14.3B
$846K 0.03%
8,205
-4,300
NKE icon
91
Nike
NKE
$96.7B
$801K 0.02%
11,484
+2,950
REGN icon
92
Regeneron Pharmaceuticals
REGN
$78.8B
$801K 0.02%
1,425
LIN icon
93
Linde
LIN
$190B
$784K 0.02%
1,650
NICE icon
94
Nice
NICE
$6.56B
$773K 0.02%
5,337
XOM icon
95
Exxon Mobil
XOM
$492B
$758K 0.02%
6,724
-1,092
BRK.A icon
96
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.02%
1
BKNG icon
97
Booking.com
BKNG
$158B
$718K 0.02%
133
-16
PRGO icon
98
Perrigo
PRGO
$1.91B
$718K 0.02%
32,236
NOC icon
99
Northrop Grumman
NOC
$77.9B
$653K 0.02%
1,071
ACWI icon
100
iShares MSCI ACWI ETF
ACWI
$24.3B
$649K 0.02%
4,694
-68
2 3
4
5 6