AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$3.22B
1-Year Est. Return
19.49%
1 Year Est. Return
+19.49%
AUM
$3.22B
AUM Growth
+$288M
(+9.8%)
Holding
129
Top Buys
| 1 | +$53.9M | |
| 2 | +$26.3M | |
| 3 | +$12.7M | |
| 4 |
Fiverr
FVRR
|
+$3.66M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$3.07M |
Top Sells
| 1 | +$28.4M | |
| 2 | +$21.3M | |
| 3 | +$6.37M | |
| 4 |
Adobe
ADBE
|
+$4.39M |
| 5 |
Mastercard
MA
|
+$4.17M |
Sector Composition
| 1 | Technology | 7.72% |
| 2 | Real Estate | 4.48% |
| 3 | Communication Services | 2.19% |
| 4 | Financials | 1.71% |
| 5 | Consumer Discretionary | 1.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Equinix
EQIX
$72B
| – | – |
-286
|
|
||
127
Honeywell
HON
$121B
| – | – |
-949
|
|
||
128
Schwab US Large- Cap ETF
SCHX
$62.6B
| – | – |
-12,600
|
|
||
129
Vanguard Russell 2000 ETF
VTWO
$13.4B
| – | – |
-13,500
|
|