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
$1.03B
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$3.09M
3
+$2.7M
4
BXP icon
Boston Properties
BXP
+$2.22M
5
CGNT icon
Cognyte Software
CGNT
+$1.49M

Top Sells

1
+$4.52M
2
+$3.04M
3
+$1.85M
4
NMFC icon
New Mountain Finance
NMFC
+$1.32M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$949K

Sector Composition

1 Technology 7.93%
2 Communication Services 2.42%
3 Consumer Discretionary 1.45%
4 Real Estate 1.08%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.05%
17,657
77
$484K 0.05%
9,030
-350
78
$477K 0.05%
4,223
79
$452K 0.04%
7,052
-237
80
$407K 0.04%
1
81
$393K 0.04%
1,488
82
$381K 0.04%
10,598
-500
83
$371K 0.04%
2,180
84
$328K 0.03%
1,450
-919
85
$316K 0.03%
3,650
-2,250
86
$307K 0.03%
1,139
+8
87
$299K 0.03%
7,940
-7,560
88
$282K 0.03%
9,200
89
$280K 0.03%
1,700
90
$280K 0.03%
13,326
-1,099
91
$249K 0.02%
530
92
$241K 0.02%
1,340
-1,075
93
$225K 0.02%
5,043
94
$222K 0.02%
1,531
-290
95
$220K 0.02%
3,241
-173
96
$213K 0.02%
10,043
-8,695
97
$209K 0.02%
1,000
98
$206K 0.02%
7,805
99
$149K 0.01%
24,136
-732,534
100
– –
-7,400
1 2 3
4
5