AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.3M
3
+$4.97M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.63M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M

Top Sells

1
+$14.4M
2
+$4.28M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$3.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Sector Composition

1 Technology 6.47%
2 Real Estate 3.66%
3 Communication Services 1.8%
4 Financials 1.72%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$737M 28.66%
1,318,030
-25,784
2
$493M 19.15%
1,050,711
+15,573
3
$448M 17.4%
871,042
-6,806
4
$203M 7.89%
361,284
-7,618
5
$58M 2.26%
784,274
+14,402
6
$46.4M 1.8%
284,094
7
$45M 1.75%
486,578
+475
8
$34.3M 1.33%
503,611
9
$26.9M 1.05%
142,893
+26,418
10
$26.8M 1.04%
493,500
-15
11
$24.1M 0.94%
145,307
+1,393
12
$23.8M 0.92%
219,536
-38,519
13
$19.6M 0.76%
52,290
-7,558
14
$19.5M 0.76%
97,879
15
$17.3M 0.67%
90,831
-3,358
16
$16.5M 0.64%
105,344
-615
17
$16.1M 0.63%
167,090
+37,658
18
$15.5M 0.6%
69,838
-17,817
19
$15.2M 0.59%
226,836
-75
20
$14.6M 0.57%
100,040
-210
21
$13.5M 0.53%
23,442
-1,078
22
$12.9M 0.5%
356,956
23
$10.8M 0.42%
20,341
+5,320
24
$9.94M 0.39%
+316,400
25
$9.42M 0.37%
354,548
-307
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