AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $2.93B
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.57M
3
+$1.34M
4
KIM icon
Kimco Realty
KIM
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.78M
2
+$1.71M
3
+$988K
4
NVS icon
Novartis
NVS
+$882K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$759K

Sector Composition

1 Technology 19.9%
2 Financials 4.12%
3 Industrials 3.71%
4 Healthcare 3.46%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82M 24.47%
279,916
+2,618
2
$55.7M 16.61%
298,122
+18,645
3
$17.7M 5.28%
60,061
+3,975
4
$15.3M 4.55%
107,350
-6,956
5
$13.7M 4.09%
322,084
-280
6
$13.3M 3.96%
441,305
-50
7
$7.61M 2.27%
411,663
+64,000
8
$6.69M 2%
123,760
+5,820
9
$5.47M 1.63%
110,612
+188
10
$5.35M 1.6%
39,957
-3,642
11
$4.81M 1.44%
22,575
+1,177
12
$4.45M 1.33%
38,451
13
$4.24M 1.27%
45,809
14
$4.08M 1.22%
128,850
-1,125
15
$3.57M 1.07%
32,715
16
$3.37M 1.01%
19,906
+9,262
17
$3.19M 0.95%
212,260
-283
18
$2.86M 0.85%
50,240
-65
19
$2.85M 0.85%
41,150
20
$2.77M 0.83%
50,545
-4,222
21
$2.57M 0.77%
81,730
+200
22
$2.43M 0.72%
28,438
23
$2.38M 0.71%
21,472
24
$2.19M 0.65%
51,748
-3,700
25
$2.19M 0.65%
12,933
-10,504
1
2 3 4 5