AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.43B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
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
+$54M
2
+$42.2M
3
+$24.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$11.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.43M

Top Sells

1
+$3.7M
2
+$1.22M
3
+$331K
4
PYPL icon
PayPal
PYPL
+$223K
5
MCD icon
McDonald's
MCD
+$206K

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
1 2 3 4
5