AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$3.22B
1-Year Est. Return
19.49%
1 Year Est. Return
+19.49%
AUM
$2.93B
AUM Growth
+$356M
(+14%)
Holding
133
Top Buys
| 1 | +$17.1M | |
| 2 | +$15.6M | |
| 3 | +$15.3M | |
| 4 |
Lemonade
LMND
|
+$11.2M |
| 5 |
Boston Properties
BXP
|
+$7.61M |
Top Sells
| 1 | +$14.9M | |
| 2 | +$2.9M | |
| 3 | +$2.76M | |
| 4 |
Adobe
ADBE
|
+$1.41M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Equinix
EQIX
$81B
| $228K | 0.01% |
286
+10
|
|
||
127
Equinor
EQNR
$61.2B
| $227K | 0.01% |
9,020
|
|
||
128
Honeywell
HON
$123B
| $221K | 0.01% |
949
|
|
||
129
Merck
MRK
$214B
| $203K | 0.01% |
2,565
|
|
||
130
Plug Power
PLUG
$3.09B
| – | – |
-11,345
|
|
||
131
Fortive
FTV
$16.3B
| – | – |
-3,800
|
|
||
132
Fidelity National Information Services
FIS
$33.5B
| – | – |
-10,758
|
|
||
133
Biogen
BIIB
$22.8B
| – | – |
-1,527
|
|