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AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$3.3B
1-Year Est. Return
20.36%
This Fund
S&P 500
1 Year Est. Return
+20.36%
AUM
$3.43B
AUM Growth
+$213M
(+6.6%)
Holding
133
Top Buys
| 1 | +$437M | |
| 2 | +$52.1M | |
| 3 | +$22.6M | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$12M |
| 5 |
WIX.com
WIX
|
+$3.04M |
Top Sells
| 1 | +$203M | |
| 2 | +$111M | |
| 3 | +$15.4M | |
| 4 |
Apple
AAPL
|
+$3.17M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.78M |
Sector Composition
| 1 | Technology | 6.86% |
| 2 | Real Estate | 3.64% |
| 3 | Healthcare | 2.23% |
| 4 | Communication Services | 1.99% |
| 5 | Financials | 1.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Equinor
EQNR
$93.4B
| $213K | 0.01% |
9,020
|
|
||
127
Fortive
FTV
$18.3B
| $210K | 0.01% |
+3,800
|
|
||
128
Gilead Sciences
GILD
$151B
| $208K | 0.01% |
+1,693
|
|
||
129
Abbott
ABT
$155B
| – | – |
-3,229
|
|
||
130
American Tower
AMT
$89.7B
| – | – |
-1,145
|
|
||
|
FISV
131
Fiserv Inc
FISV
$28.4B
| – | – |
-13,321
|
|
||
132
Nice
NICE
$5.18B
| – | – |
-5,337
|
|
||
133
PepsiCo
PEP
$197B
| – | – |
-8,945
|
|