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
$1.6B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$52M
2 +$40.6M
3 +$23.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$9.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.28M

Top Sells

1 +$3.56M
2 +$1.3M
3 +$331K
4
MCD icon
McDonald's
MCD
+$206K
5
PYPL icon
PayPal
PYPL
+$199K

Sector Composition

1 Technology 6.55%
2 Communication Services 1.85%
3 Real Estate 1.67%
4 Consumer Discretionary 1.01%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.01%
+417
102
$90K 0.01%
11,892
-189
103
-7,432
104
-700