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
$2.57B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.3M
3
+$4.97M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$14.4M
2
+$4.28M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$3.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Sector Composition

1 Technology 6.47%
2 Real Estate 3.66%
3 Communication Services 1.8%
4 Financials 1.72%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.05%
13,693
77
$1.22M 0.05%
14,970
+11,977
78
$1.17M 0.05%
5,594
+2,286
79
$1.13M 0.04%
12,090
-1,010
80
$1.12M 0.04%
6,684
-264
81
$1.11M 0.04%
240
-16
82
$1.09M 0.04%
13,500
83
$1.09M 0.04%
8,331
84
$1.08M 0.04%
10,542
85
$1.07M 0.04%
15,314
+675
86
$981K 0.04%
4,863
-589
87
$964K 0.04%
13,439
88
$963K 0.04%
4,223
89
$945K 0.04%
4,048
90
$909K 0.04%
7,646
-597
91
$904K 0.04%
32,236
92
$904K 0.04%
1,425
93
$824K 0.03%
1,894
94
$823K 0.03%
5,337
95
$803K 0.03%
10,758
96
$798K 0.03%
1
97
$797K 0.03%
+6,006
98
$768K 0.03%
1,650
99
$707K 0.03%
3,720
100
$651K 0.03%
+7,805
2 3
4
5 6