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
$2.44B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$5.66M
3
+$3.31M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.93M
5
AVGO icon
Broadcom
AVGO
+$2.79M

Top Sells

1
+$20.3M
2
+$9.52M
3
+$3.02M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$2.53M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.93M

Sector Composition

1 Technology 7.17%
2 Real Estate 2.63%
3 Communication Services 1.79%
4 Consumer Discretionary 0.93%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$911K 0.04%
4,502
+3,213
77
$905K 0.04%
4,048
78
$851K 0.03%
5,440
+977
79
$828K 0.03%
+32,236
80
$826K 0.03%
12,369
-689
81
$825K 0.03%
13,693
82
$811K 0.03%
10,758
83
$786K 0.03%
19,772
+8,733
84
$782K 0.03%
156,361
85
$777K 0.03%
+12,400
86
$725K 0.03%
1,650
+580
87
$697K 0.03%
4,223
88
$613K 0.03%
5,762
89
$612K 0.03%
16,947
90
$612K 0.03%
1
91
$612K 0.03%
10,539
-3,425
92
$599K 0.02%
5,330
+228
93
$595K 0.02%
8,331
94
$583K 0.02%
13,557
95
$571K 0.02%
4,004
96
$542K 0.02%
2,127
+290
97
$527K 0.02%
1,980
98
$523K 0.02%
+4,542
99
$512K 0.02%
+2,987
100
$478K 0.02%
2,126
+1,126
2 3
4
5 6