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
$2.3B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$96.2M
2
+$46M
3
+$17.8M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$4.34M
5
SPG icon
Simon Property Group
SPG
+$4.29M

Top Sells

1
+$1.03M
2
+$204K
3
+$182K
4
BABA icon
Alibaba
BABA
+$150K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$133K

Sector Composition

1 Technology 6.31%
2 Real Estate 2.8%
3 Communication Services 1.56%
4 Consumer Discretionary 0.88%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.01%
20,680
102
$275K 0.01%
716
103
$274K 0.01%
1,336
-199
104
$269K 0.01%
2,781
+281
105
$263K 0.01%
3,443
-237
106
$261K 0.01%
12,600
107
$258K 0.01%
+1,289
108
$254K 0.01%
530
109
$244K 0.01%
+9,020
110
$227K 0.01%
5,150
111
$226K 0.01%
1,739
+144
112
$213K 0.01%
1,000
113
$39K ﹤0.01%
11,345
114
– –
-5,779
1 2 3 4
5