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
$2.73B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$6.66M
3
+$6M
4
AMZN icon
Amazon
AMZN
+$5.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.39M

Top Sells

1
+$4.36M
2
+$923K
3
+$838K
4
LLY icon
Eli Lilly
LLY
+$707K
5
WIX icon
WIX.com
WIX
+$636K

Sector Composition

1 Technology 7.83%
2 Real Estate 3.63%
3 Communication Services 2.02%
4 Consumer Discretionary 1.67%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$788M 28.82%
1,343,814
-7,438
2
$529M 19.37%
1,035,138
+4,682
3
$473M 17.31%
877,848
-1,556
4
$217M 7.95%
368,902
5
$61M 2.23%
284,094
-2,965
6
$55.6M 2.03%
769,872
-911
7
$47.4M 1.74%
486,103
+306,145
8
$38.3M 1.4%
503,611
-435
9
$34.7M 1.27%
258,055
+4,368
10
$25.2M 0.92%
59,848
+3,294
11
$25.1M 0.92%
116,475
+7,067
12
$24.8M 0.91%
143,914
-1,092
13
$23.1M 0.85%
493,515
-2,849
14
$21.9M 0.8%
87,655
+3,108
15
$21.6M 0.79%
97,879
-967
16
$20.7M 0.76%
94,189
+25,322
17
$20.2M 0.74%
105,959
+1,238
18
$16.9M 0.62%
226,911
+75
19
$14.4M 0.53%
24,520
+937
20
$13.8M 0.5%
100,250
+31
21
$13.4M 0.49%
57,842
+6,484
22
$12.8M 0.47%
402,807
23
$12.5M 0.46%
129,432
-3,019
24
$11.1M 0.41%
356,956
-487
25
$9.39M 0.34%
354,855
-5,300
1
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