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
$2.44B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$5.66M
3
+$3.31M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$2.93M
5
AVGO icon
Broadcom
AVGO
+$2.79M

Top Sells

1
+$20.3M
2
+$9.52M
3
+$3.02M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$2.53M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.93M

Sector Composition

1 Technology 7.17%
2 Real Estate 2.63%
3 Communication Services 1.79%
4 Consumer Discretionary 0.93%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$721M 29.62%
1,325,667
-37,242
2
$482M 19.78%
1,005,833
+33,661
3
$449M 18.44%
898,123
-19,028
4
$222M 9.11%
405,508
5
$55.6M 2.28%
772,661
+3,300
6
$45.7M 1.87%
287,059
-11,000
7
$35.2M 1.45%
504,046
-950
8
$29.1M 1.2%
235,858
-10,172
9
$22.3M 0.92%
49,961
+5,329
10
$22.1M 0.91%
145,456
+216
11
$20.9M 0.86%
496,542
12
$20M 0.82%
98,799
-22
13
$19.9M 0.82%
170,308
+25,068
14
$18.5M 0.76%
100,768
+1,624
15
$17.8M 0.73%
72,356
+5,376
16
$15.8M 0.65%
74,837
+26,881
17
$14.7M 0.6%
101,027
+4,350
18
$14M 0.57%
226,963
19
$12.6M 0.52%
65,422
+2,425
20
$10.8M 0.44%
21,469
+3,038
21
$9.44M 0.39%
402,807
+141,200
22
$9.09M 0.37%
369,085
23
$8.49M 0.35%
360,155
-10,345
24
$8.34M 0.34%
15,004
25
$6.57M 0.27%
150,084
-1,051
1
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