AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.8M
3
+$9.92M
4
BXP icon
Boston Properties
BXP
+$8.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.65M

Top Sells

1
+$2.4M
2
+$750K
3
+$425K
4
NVDA icon
NVIDIA
NVDA
+$380K
5
DD icon
DuPont de Nemours
DD
+$297K

Sector Composition

1 Technology 7.04%
2 Communication Services 1.88%
3 Real Estate 1.17%
4 Consumer Discretionary 1.11%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.03%
1,488
77
$408K 0.03%
1,076
78
$357K 0.02%
10,598
79
$331K 0.02%
7,432
80
$314K 0.02%
8,980
+3,280
81
$314K 0.02%
1,340
82
$306K 0.02%
1,484
-700
83
$297K 0.02%
1,774
+298
84
$296K 0.02%
+1,730
85
$294K 0.02%
+4,569
86
$279K 0.02%
3,800
87
$276K 0.02%
8,245
+154
88
$265K 0.02%
9,251
-38
89
$262K 0.02%
+1,676
90
$255K 0.02%
+1,204
91
$255K 0.02%
2,250
92
$248K 0.02%
2,500
93
$239K 0.02%
530
94
$234K 0.02%
+1,580
95
$220K 0.01%
716
96
$218K 0.01%
12,600
97
$216K 0.01%
4,200
98
$206K 0.01%
+700
99
$121K 0.01%
12,081
-130
100
– –
-162,845
1 2 3
4
5