AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$17.8M
3 +$9.92M
4
BXP icon
Boston Properties
BXP
+$8.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.65M

Top Sells

1 +$2.4M
2 +$750K
3 +$425K
4
NVDA icon
NVIDIA
NVDA
+$380K
5
DD icon
DuPont de Nemours
DD
+$297K

Sector Composition

1 Technology 7.04%
2 Communication Services 1.88%
3 Real Estate 1.17%
4 Consumer Discretionary 1.11%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,202
102
-9,071