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
$431M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.11M
5
SPG icon
Simon Property Group
SPG
+$1.44M

Top Sells

1
+$8.72M
2
+$2.1M
3
+$1.56M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.41M

Sector Composition

1 Technology 15.53%
2 Communication Services 6.32%
3 Consumer Discretionary 4%
4 Real Estate 2.35%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.1%
2,638
+350
77
$417K 0.1%
5,880
-1,360
78
$412K 0.1%
8,150
79
$403K 0.09%
3,626
-53
80
$397K 0.09%
+11,907
81
$380K 0.09%
2,630
-40
82
$320K 0.07%
13,465
+100
83
$267K 0.06%
1
84
$255K 0.06%
+11,474
85
$113K 0.03%
14,580
-5,002
86
– –
-13,090
87
– –
-20,370
88
– –
-20,326
89
– –
-5,339
90
– –
-16,338
91
– –
-23,800
1 2 3
4