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
$1.32B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$22.4M
3
+$15.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.5M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$953K

Top Sells

1
+$10.1M
2
+$6.76M
3
+$2.78M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$1.19M
5
WIX icon
WIX.com
WIX
+$1.15M

Sector Composition

1 Technology 7.31%
2 Communication Services 2.01%
3 Consumer Discretionary 1.22%
4 Financials 0.74%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,895
102
– –
-42,790
103
– –
-58,194
104
– –
-379
105
– –
-24,136
1 2 3 4
5