ICM
IMS Capital Management Portfolio holdings
AUM
$217M
1-Year Est. Return
18.69%
1 Year Est. Return
+18.69%
AUM
$214M
AUM Growth
+$15.7M
(+7.9%)
Holding
157
Top Buys
| 1 | +$1.7M | |
| 2 | +$1.56M | |
| 3 | +$1.33M | |
| 4 |
US Bancorp
USB
|
+$1.21M |
| 5 |
Caterpillar
CAT
|
+$1.13M |
Top Sells
| 1 | +$2.13M | |
| 2 | +$2.09M | |
| 3 | +$1.92M | |
| 4 |
Eli Lilly
LLY
|
+$1.5M |
| 5 |
Nucor
NUE
|
+$1.39M |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Financials | 15.31% |
| 3 | Consumer Discretionary | 12.96% |
| 4 | Communication Services | 8.82% |
| 5 | Healthcare | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Growth ETF
VUG
$201B
| $201K | 0.09% |
+457
|
|
||
152
FedEx
FDX
$64.7B
| – | – |
-902
|
|
||
153
Hewlett Packard
HPE
$28.8B
| – | – |
-18,714
|
|
||
154
Altria Group
MO
$99B
| – | – |
-5,222
|
|
||
|
155
Nucor
NUE
$36.9B
| – | – |
-11,528
|
|
||
156
United Parcel Service
UPS
$81.6B
| – | – |
-2,065
|
|
||
157
Financial Select Sector SPDR Fund
XLF
$52.2B
| – | – |
-4,240
|
|