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
$1.17B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$28.8M
3
+$21.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
BXP icon
Boston Properties
BXP
+$770K

Top Sells

1
+$328K
2
+$280K
3
+$229K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$222K
5
ELV icon
Elevance Health
ELV
+$215K

Sector Composition

1 Technology 7.02%
2 Communication Services 1.98%
3 Consumer Discretionary 1.21%
4 Real Estate 1.2%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$533K 0.05%
4,223
77
$520K 0.04%
17,657
78
$493K 0.04%
+1,980
79
$469K 0.04%
1
80
$468K 0.04%
2,180
81
$456K 0.04%
7,041
-11
82
$456K 0.04%
8,630
-400
83
$451K 0.04%
6,016
+2,775
84
$411K 0.04%
1,488
85
$362K 0.03%
10,598
86
$353K 0.03%
1,070
-69
87
$324K 0.03%
7,740
-200
88
$305K 0.03%
9,200
89
$288K 0.02%
10,043
90
$287K 0.02%
530
91
$279K 0.02%
1,340
92
$249K 0.02%
2,250
-1,400
93
$246K 0.02%
5,043
94
$229K 0.02%
+2,500
95
$224K 0.02%
+700
96
$223K 0.02%
+6,506
97
$207K 0.02%
1,000
98
$205K 0.02%
7,805
99
$201K 0.02%
+379
100
$159K 0.01%
13,037
-289
1 2 3
4
5