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
$1.17B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$28.8M
3
+$21.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.72M
5
BXP icon
Boston Properties
BXP
+$770K

Top Sells

1
+$328K
2
+$280K
3
+$229K
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$222K
5
ELV icon
Elevance Health
ELV
+$215K

Sector Composition

1 Technology 7.02%
2 Communication Services 1.98%
3 Consumer Discretionary 1.21%
4 Real Estate 1.2%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61K 0.01%
24,136
102
– –
-1,450
103
– –
-1,700
104
– –
-1,531
1 2 3 4
5