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
$2.93B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.6M
3
+$15.3M
4
LMND icon
Lemonade
LMND
+$11.2M
5
BXP icon
Boston Properties
BXP
+$7.61M

Top Sells

1
+$14.9M
2
+$2.9M
3
+$2.76M
4
ADBE icon
Adobe
ADBE
+$1.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M

Sector Composition

1 Technology 7.09%
2 Real Estate 4.34%
3 Financials 2.07%
4 Communication Services 1.95%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
101
Berkshire Hathaway Class A
BRK.A
$1.08T
$729K 0.02%
1
CMG icon
102
Chipotle Mexican Grill
CMG
$40.4B
$696K 0.02%
12,400
DIS icon
103
Walt Disney
DIS
$199B
$652K 0.02%
5,261
+17
ACWI icon
104
iShares MSCI ACWI ETF
ACWI
$23.1B
$612K 0.02%
4,762
+942
NKE icon
105
Nike
NKE
$90.3B
$606K 0.02%
8,534
ABBV icon
106
AbbVie
ABBV
$387B
$591K 0.02%
3,185
-2,409
AMGN icon
107
Amgen
AMGN
$172B
$572K 0.02%
2,050
AZN icon
108
AstraZeneca
AZN
$262B
$552K 0.02%
7,900
NOC icon
109
Northrop Grumman
NOC
$81.2B
$535K 0.02%
1,071
UNH icon
110
UnitedHealth
UNH
$294B
$533K 0.02%
1,707
-1,698
LHX icon
111
L3Harris
LHX
$54.4B
$533K 0.02%
2,126
BP icon
112
BP
BP
$93.6B
$507K 0.02%
16,947
ABT icon
113
Abbott
ABT
$220B
$496K 0.02%
3,646
-2,360
ISRA icon
114
VanEck Israel ETF
ISRA
$115M
$495K 0.02%
9,541
+1,010
VHT icon
115
Vanguard Health Care ETF
VHT
$16.2B
$492K 0.02%
1,980
PLD icon
116
Prologis
PLD
$117B
$446K 0.02%
4,246
+94
XLF icon
117
Financial Select Sector SPDR Fund
XLF
$54.3B
$436K 0.01%
8,318
-540
XLRE icon
118
Real Estate Select Sector SPDR Fund
XLRE
$7.69B
$355K 0.01%
8,579
NVS icon
119
Novartis
NVS
$242B
$337K 0.01%
2,781
SILC icon
120
Silicom
SILC
$86M
$320K 0.01%
20,680
SCHX icon
121
Schwab US Large- Cap ETF
SCHX
$61.3B
$308K 0.01%
12,600
CSTE icon
122
Caesarstone
CSTE
$34.3M
$308K 0.01%
156,361
AMT icon
123
American Tower
AMT
$83.3B
$303K 0.01%
1,370
+48
WELL icon
124
Welltower
WELL
$131B
$294K 0.01%
1,913
+99
SNY icon
125
Sanofi
SNY
$121B
$252K 0.01%
5,208
2 3 4
5
6