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
$368M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.65M
3
+$1.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M
5
AMZN icon
Amazon
AMZN
+$1.11M

Top Sells

1
+$2.66M
2
+$1.66M
3
+$1.62M
4
AABA
Altaba Inc
AABA
+$719K
5
BIIB icon
Biogen
BIIB
+$415K

Sector Composition

1 Technology 17.21%
2 Consumer Discretionary 4.65%
3 Financials 3.92%
4 Communication Services 3.51%
5 Industrials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$529K 0.14%
6,000
77
$524K 0.14%
3,833
-300
78
$510K 0.14%
20,000
-70
79
$504K 0.14%
2,850
-150
80
$494K 0.13%
8,374
-600
81
$474K 0.13%
7,080
+440
82
$458K 0.12%
14,500
83
$439K 0.12%
13,090
84
$429K 0.12%
5,511
-399
85
$413K 0.11%
15,382
+7,096
86
$411K 0.11%
3,511
+21
87
$410K 0.11%
21,299
88
$340K 0.09%
1
89
$331K 0.09%
3,950
-20
90
$320K 0.09%
3,900
+100
91
$272K 0.07%
1,800
-50
92
$180K 0.05%
+14,000
93
$144K 0.04%
21,082
94
$82K 0.02%
15,859
95
– –
-10,300
96
– –
-36,450
1 2 3
4