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
126
$283K 0.01%
20,680
127
$253K 0.01%
3,048
-35
128
$236K 0.01%
+5,250
129
$228K 0.01%
9,020
130
$227K 0.01%
54
131
$222K 0.01%
1,461
132
$222K 0.01%
1,926
-161
133
$210K 0.01%
+237
134
$208K 0.01%
7,181
135
$26K ﹤0.01%
11,345
136
– –
-2,464
137
– –
-5,762
138
– –
-949
139
– –
-3,191
140
– –
-22,705
141
– –
-13,557
2 3 4 5
6