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
$1.49B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.8M
3
+$9.92M
4
BXP icon
Boston Properties
BXP
+$8.41M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.65M

Top Sells

1
+$2.4M
2
+$750K
3
+$425K
4
NVDA icon
NVIDIA
NVDA
+$380K
5
DD icon
DuPont de Nemours
DD
+$297K

Sector Composition

1 Technology 7.04%
2 Communication Services 1.88%
3 Real Estate 1.17%
4 Consumer Discretionary 1.11%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$483M 32.43%
1,102,408
+41,282
2
$297M 19.95%
816,661
+15,529
3
$222M 14.88%
550,607
+44,323
4
$144M 9.65%
326,372
+22,526
5
$51.1M 3.43%
774,750
+3,138
6
$27.7M 1.86%
519,599
-646
7
$23M 1.54%
298,059
8
$22.1M 1.48%
498,181
-12
9
$16.3M 1.09%
87,225
10
$14.4M 0.97%
43,107
-1,269
11
$13.4M 0.9%
328,010
-9,320
12
$12.8M 0.86%
97,157
+102
13
$11.7M 0.78%
97,303
-161
14
$9.67M 0.65%
412,671
15
$9.22M 0.62%
48,652
+90
16
$8.41M 0.56%
+147,237
17
$7.71M 0.52%
67,189
+31
18
$7.28M 0.49%
56,900
+24
19
$7.2M 0.48%
14,873
-2
20
$6.71M 0.45%
261,607
-4,500
21
$5.75M 0.39%
142,446
+5,483
22
$4.92M 0.33%
125,411
23
$4.75M 0.32%
12,242
-3
24
$4.64M 0.31%
16,500
+16
25
$4.25M 0.29%
33,758
1
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