AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$3.43B
1-Year Est. Return
18.79%
This Fund
S&P 500
1 Year Est. Return
+18.79%
AUM
$3.22B
AUM Growth
+$288M
(+9.8%)
Holding
129
Top Buys
| 1 | +$51.3M | |
| 2 | +$24.9M | |
| 3 | +$10.7M | |
| 4 |
Fiverr
FVRR
|
+$3.68M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$2.88M |
Top Sells
| 1 | +$27.3M | |
| 2 | +$20.5M | |
| 3 | +$6.08M | |
| 4 |
Adobe
ADBE
|
+$4.39M |
| 5 |
Mastercard
MA
|
+$4.21M |
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
AstraZeneca
AZN
$284B
| – | – |
-7,900
|
|
||
127
Chipotle Mexican Grill
CMG
$41.9B
| – | – |
-12,400
|
|
||
128
Elevance Health
ELV
$64.9B
| – | – |
-1,894
|
|
||
129
Vanguard Russell 2000 ETF
VTWO
$13.8B
| – | – |
-13,500
|
|