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
$2.6B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$12M
3
+$8.54M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.3M

Top Sells

1
+$21.1M
2
+$9.88M
3
+$2.78M
4
INTU icon
Intuit
INTU
+$2.1M
5
EL icon
Estee Lauder
EL
+$613K

Sector Composition

1 Technology 7.12%
2 Real Estate 2.86%
3 Communication Services 1.83%
4 Consumer Discretionary 1.06%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.02%
1,071
102
$559K 0.02%
1,980
103
$532K 0.02%
16,947
104
$510K 0.02%
2,704
-256
105
$506K 0.02%
2,126
106
$492K 0.02%
5,454
+2,498
107
$485K 0.02%
3,839
+1,683
108
$480K 0.02%
+1,258
109
$477K 0.02%
4,004
110
$473K 0.02%
1,209
-113
111
$425K 0.02%
3,557
-1,773
112
$423K 0.02%
9,325
113
$406K 0.02%
+1,560
114
$402K 0.02%
3,317
-277
115
$394K 0.02%
5,239
-410
116
$383K 0.01%
+1,415
117
$383K 0.01%
8,579
118
$320K 0.01%
2,781
119
$319K 0.01%
8,161
-100
120
$305K 0.01%
+2,896
121
$300K 0.01%
5,043
122
$300K 0.01%
+5,208
123
$297K 0.01%
+7,083
124
$296K 0.01%
1,527
125
$285K 0.01%
12,600
2 3 4
5
6