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
$3.43B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$52.1M
3
+$22.6M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$12M
5
WIX icon
WIX.com
WIX
+$3.04M

Top Sells

1
+$203M
2
+$111M
3
+$15.4M
4
AAPL icon
Apple
AAPL
+$3.17M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.78M

Sector Composition

1 Technology 6.86%
2 Real Estate 3.64%
3 Healthcare 2.23%
4 Communication Services 1.99%
5 Financials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REGN icon
76
Regeneron Pharmaceuticals
REGN
$82.9B
$1.1M 0.03%
1,425
BA icon
77
Boeing
BA
$179B
$1.1M 0.03%
5,057
-103
ABBV icon
78
AbbVie
ABBV
$413B
$1.09M 0.03%
4,781
+2,020
FTNT icon
79
Fortinet
FTNT
$58.3B
$1.09M 0.03%
13,693
MRK icon
80
Merck
MRK
$301B
$1.08M 0.03%
10,298
+7,733
SE icon
81
Sea Limited
SE
$60.9B
$1.06M 0.03%
8,331
HD icon
82
Home Depot
HD
$368B
$1.06M 0.03%
3,072
-78
UNP icon
83
Union Pacific
UNP
$158B
$1.02M 0.03%
4,428
CVX icon
84
Chevron
CVX
$375B
$1M 0.03%
6,577
-122
DIS icon
85
Walt Disney
DIS
$183B
$961K 0.03%
8,449
-346
MCD icon
86
McDonald's
MCD
$240B
$960K 0.03%
3,140
-245
WFC icon
87
Wells Fargo
WFC
$252B
$949K 0.03%
10,189
-600
SN icon
88
SharkNinja
SN
$17B
$918K 0.03%
8,205
BAC icon
89
Bank of America
BAC
$360B
$915K 0.03%
16,639
-10,678
WDAY icon
90
Workday
WDAY
$35.1B
$869K 0.03%
4,048
GEV icon
91
GE Vernova
GEV
$238B
$839K 0.02%
+1,284
UNH icon
92
UnitedHealth
UNH
$265B
$833K 0.02%
2,523
+1,037
NXPI icon
93
NXP Semiconductors
NXPI
$55.9B
$807K 0.02%
3,720
CHKP icon
94
Check Point Software Technologies
CHKP
$16.4B
$784K 0.02%
4,223
XOM icon
95
Exxon Mobil
XOM
$644B
$782K 0.02%
6,499
-225
BRK.A icon
96
Berkshire Hathaway Class A
BRK.A
$1.04T
$755K 0.02%
1
LIN icon
97
Linde
LIN
$234B
$703K 0.02%
1,650
ACWI icon
98
iShares MSCI ACWI ETF
ACWI
$28.7B
$692K 0.02%
4,894
+200
ISRA icon
99
VanEck Israel ETF
ISRA
$147M
$669K 0.02%
11,371
+660
LHX icon
100
L3Harris
LHX
$69.4B
$625K 0.02%
2,126
2 3
4
5 6