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
$368M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.65M
3
+$1.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M
5
AMZN icon
Amazon
AMZN
+$1.11M

Top Sells

1
+$2.66M
2
+$1.66M
3
+$1.62M
4
AABA
Altaba Inc
AABA
+$719K
5
BIIB icon
Biogen
BIIB
+$415K

Sector Composition

1 Technology 17.21%
2 Consumer Discretionary 4.65%
3 Financials 3.92%
4 Communication Services 3.51%
5 Industrials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.2M 25.57%
292,638
+3,760
2
$63.7M 17.3%
299,718
-12,492
3
$25.6M 6.96%
79,347
4
$13.2M 3.58%
296,735
-966
5
$13.1M 3.57%
107,350
6
$9.55M 2.59%
546,929
+71,123
7
$8.51M 2.31%
411,121
8
$8.3M 2.25%
124,120
+1,060
9
$7.68M 2.09%
104,652
-5,560
10
$6.05M 1.64%
38,382
-525
11
$5.17M 1.4%
24,375
-50
12
$4.96M 1.35%
21,891
-485
13
$4.32M 1.17%
126,225
-2,625
14
$4.27M 1.16%
38,451
15
$3.63M 0.99%
210,000
+185,880
16
$3.6M 0.98%
29,848
+4,600
17
$3.29M 0.89%
62,128
+8,715
18
$3.15M 0.86%
209,263
-2,525
19
$2.96M 0.8%
84,710
+2,840
20
$2.9M 0.79%
9,794
21
$2.69M 0.73%
59,949
+9,637
22
$2.65M 0.72%
+36,064
23
$2.5M 0.68%
28,438
24
$2.45M 0.66%
20,872
-600
25
$2.4M 0.65%
49,995
-450
1
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