AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$3.22B
1-Year Est. Return
19.49%
1 Year Est. Return
+19.49%
AUM
$3.22B
AUM Growth
+$288M
(+9.8%)
Holding
129
Top Buys
| 1 | +$53.9M | |
| 2 | +$26.3M | |
| 3 | +$12.7M | |
| 4 |
Fiverr
FVRR
|
+$3.66M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$3.07M |
Top Sells
| 1 | +$28.4M | |
| 2 | +$21.3M | |
| 3 | +$6.37M | |
| 4 |
Adobe
ADBE
|
+$4.39M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Fortinet
FTNT
$56.8B
| $1.15M | 0.04% |
13,693
|
|
||
77
Eli Lilly
LLY
$925B
| $1.11M | 0.03% |
1,461
-229
|
|
||
78
Boeing
BA
$194B
| $1.11M | 0.03% |
5,160
-714
|
|
||
79
RTX Corp
RTX
$268B
| $1.1M | 0.03% |
6,548
-1,271
|
|
||
80
Caterpillar
CAT
$303B
| $1.09M | 0.03% |
2,291
-461
|
|
||
81
Union Pacific
UNP
$137B
| $1.05M | 0.03% |
4,428
|
|
||
82
Chevron
CVX
$332B
| $1.04M | 0.03% |
6,699
-52
|
|
||
83
McDonald's
MCD
$220B
| $1.03M | 0.03% |
3,385
-348
|
|
||
84
Walt Disney
DIS
$202B
| $1.01M | 0.03% |
8,795
+3,534
|
|
||
85
Uber
UBER
$175B
| $999K | 0.03% |
10,201
-2,038
|
|
||
86
Workday
WDAY
$50.7B
| $974K | 0.03% |
4,048
|
|
||
87
Wells Fargo
WFC
$275B
| $904K | 0.03% |
10,789
-2,650
|
|
||
88
Check Point Software Technologies
CHKP
$20.2B
| $874K | 0.03% |
4,223
|
|
||
89
NXP Semiconductors
NXPI
$60B
| $847K | 0.03% |
3,720
|
|
||
90
SharkNinja
SN
$17.8B
| $846K | 0.03% |
8,205
-4,300
|
|
||
91
Regeneron Pharmaceuticals
REGN
$78B
| $801K | 0.02% |
1,425
|
|
||
92
Nike
NKE
$95.6B
| $801K | 0.02% |
11,484
+2,950
|
|
||
93
Linde
LIN
$205B
| $784K | 0.02% |
1,650
|
|
||
94
Nice
NICE
$7.13B
| $773K | 0.02% |
5,337
|
|
||
95
Exxon Mobil
XOM
$545B
| $758K | 0.02% |
6,724
-1,092
|
|
||
96
Berkshire Hathaway Class A
BRK.A
$1.06T
| $754K | 0.02% |
1
|
|
||
97
Booking.com
BKNG
$167B
| $718K | 0.02% |
133
-16
|
|
||
98
Perrigo
PRGO
$2.09B
| $718K | 0.02% |
32,236
|
|
||
99
Northrop Grumman
NOC
$93.4B
| $653K | 0.02% |
1,071
|
|
||
100
iShares MSCI ACWI ETF
ACWI
$25.9B
| $649K | 0.02% |
4,694
-68
|
|