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
$2.44B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$5.66M
3
+$3.31M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.93M
5
AVGO icon
Broadcom
AVGO
+$2.79M

Top Sells

1
+$20.3M
2
+$9.52M
3
+$3.02M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$2.53M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.93M

Sector Composition

1 Technology 7.17%
2 Real Estate 2.63%
3 Communication Services 1.79%
4 Consumer Discretionary 0.93%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$477K 0.02%
1,386
+670
102
$471K 0.02%
+2,960
103
$467K 0.02%
1,071
+541
104
$440K 0.02%
+1,322
105
$427K 0.02%
+2,156
106
$411K 0.02%
+5,649
107
$393K 0.02%
+5,830
108
$383K 0.02%
9,325
+1,428
109
$371K 0.02%
+5,823
110
$361K 0.01%
+3,594
111
$354K 0.01%
1,527
112
$330K 0.01%
+8,579
113
$313K 0.01%
20,680
114
$297K 0.01%
+8,261
115
$296K 0.01%
2,781
116
$282K 0.01%
5,043
117
$270K 0.01%
12,600
118
$266K 0.01%
1,461
-1,418
119
$258K 0.01%
9,020
120
$256K 0.01%
+1,300
121
$245K 0.01%
+2,464
122
$242K 0.01%
2,156
+417
123
$236K 0.01%
3,083
-360
124
$229K 0.01%
+2,956
125
$214K 0.01%
+54
2 3 4
5
6