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
$190M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.52M
3 +$1.41M
4
AMZN icon
Amazon
AMZN
+$1.31M
5
PPIH icon
Perma-Pipe International
PPIH
+$755K

Top Sells

1 +$2.52M
2 +$375K
3 +$314K
4
PARA
Paramount Global Class B
PARA
+$288K
5
VLY icon
Valley National Bancorp
VLY
+$272K

Sector Composition

1 Industrials 20.7%
2 Technology 17.46%
3 Consumer Discretionary 14.35%
4 Financials 12.18%
5 Healthcare 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,126