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
$2.6B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$12M
3
+$8.54M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.3M

Top Sells

1
+$21.1M
2
+$9.88M
3
+$2.78M
4
INTU icon
Intuit
INTU
+$2.1M
5
EL icon
Estee Lauder
EL
+$613K

Sector Composition

1 Technology 7.12%
2 Real Estate 2.86%
3 Communication Services 1.83%
4 Consumer Discretionary 1.06%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.04%
13,693
77
$1.04M 0.04%
3,977
+1,821
78
$989K 0.04%
4,048
79
$988K 0.04%
5,005
+2,018
80
$985K 0.04%
1,894
81
$979K 0.04%
11,084
-1,020
82
$968K 0.04%
4,820
+3,520
83
$927K 0.04%
5,337
-276
84
$901K 0.03%
10,758
85
$893K 0.03%
3,720
86
$846K 0.03%
32,236
87
$826K 0.03%
7,050
+2,508
88
$814K 0.03%
4,223
89
$792K 0.03%
1,955
+569
90
$787K 0.03%
1,650
91
$785K 0.03%
8,331
92
$772K 0.03%
2,535
+408
93
$759K 0.03%
13,439
-4,789
94
$759K 0.03%
10,700
+4,870
95
$714K 0.03%
12,400
96
$713K 0.03%
156,361
97
$691K 0.03%
1
98
$661K 0.03%
+2,050
99
$615K 0.02%
+7,900
100
$574K 0.02%
+11,440
2 3
4
5 6