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
$2.6B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$12M
3
+$8.54M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$8.49M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.3M

Top Sells

1
+$21.1M
2
+$9.88M
3
+$2.78M
4
INTU icon
Intuit
INTU
+$2.1M
5
EL icon
Estee Lauder
EL
+$613K

Sector Composition

1 Technology 7.12%
2 Real Estate 2.86%
3 Communication Services 1.83%
4 Consumer Discretionary 1.06%
5 Financials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$775M 29.78%
1,351,252
+25,585
2
$503M 19.32%
1,030,456
+24,623
3
$464M 17.82%
879,404
-18,719
4
$213M 8.17%
368,902
-36,606
5
$60.5M 2.32%
770,783
-1,878
6
$48M 1.84%
287,059
7
$36.1M 1.39%
504,046
8
$30.8M 1.18%
253,687
+17,829
9
$25.3M 0.97%
496,364
-178
10
$25.2M 0.97%
109,408
+37,052
11
$24.5M 0.94%
145,006
-450
12
$24.3M 0.93%
56,554
+6,593
13
$21.8M 0.84%
98,846
+47
14
$21.4M 0.82%
179,958
+9,650
15
$19.7M 0.76%
84,547
+9,710
16
$18.3M 0.7%
226,836
-127
17
$17.5M 0.67%
104,721
+3,953
18
$15.4M 0.59%
100,219
-808
19
$13.5M 0.52%
23,583
+2,114
20
$12.8M 0.49%
68,867
+3,445
21
$12M 0.46%
132,451
+93,881
22
$10.4M 0.4%
402,807
23
$10.3M 0.4%
360,155
24
$9.49M 0.36%
357,443
-11,642
25
$8.86M 0.34%
51,358
+10,688
1
2 3 4 5