ICM

IMS Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 18.69%
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.1M
AUM Growth
-$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.03M
3
+$895K
4
YHOO
Yahoo Inc
YHOO
+$784K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$756K

Top Sells

1
+$887K
2
+$841K
3
+$739K
4
SBUX icon
Starbucks
SBUX
+$728K
5
SUP
Superior Industries International
SUP
+$646K

Sector Composition

1 Healthcare 17.37%
2 Financials 15.58%
3 Consumer Discretionary 14.24%
4 Technology 11.42%
5 Energy 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
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