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
$1.6B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$40.6M
3
+$23.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$9.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.28M

Top Sells

1
+$3.56M
2
+$1.3M
3
+$331K
4
MCD icon
McDonald's
MCD
+$206K
5
PYPL icon
PayPal
PYPL
+$199K

Sector Composition

1 Technology 6.55%
2 Communication Services 1.85%
3 Real Estate 1.67%
4 Consumer Discretionary 1.01%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$521K 0.03%
20,680
77
$513K 0.03%
13,557
78
$469K 0.03%
1,980
79
$451K 0.03%
+4,864
80
$407K 0.03%
1,090
+14
81
$398K 0.02%
2,331
+655
82
$384K 0.02%
1,488
83
$376K 0.02%
5,454
-871
84
$374K 0.02%
2,630
+1,050
85
$359K 0.02%
8,331
86
$354K 0.02%
8,980
87
$347K 0.02%
10,366
+2,121
88
$336K 0.02%
10,598
89
$310K 0.02%
1,340
90
$283K 0.02%
1,486
+282
91
$283K 0.02%
3,800
92
$277K 0.02%
1,480
-4
93
$263K 0.02%
9,525
+274
94
$256K 0.02%
2,500
95
$246K 0.02%
+1,566
96
$235K 0.01%
2,250
97
$233K 0.01%
530
98
$228K 0.01%
4,200
99
$217K 0.01%
716
100
$213K 0.01%
12,600
1 2 3
4
5