AI
| |
Analyst IMS Investment Management Services Ltd.13F | |
Analyst IMS Investment Management Services Ltd. | |
Last update 2025-04-21 | 133 Stocks (8 new) |
Value $2.57 Bil | Turnover 2 % |
Analyst IMS Investment Managem... Top Holdings of 2025-03-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 1,318,030 | 737,290.0 | -1.92% | 28.660 | -0.55% | 0.130 | +17.14% | +7.04% | 641,384.0 | ||
QQQ | INVESCO QQQ Trust | 1,050,711 | 492,700.0 | +1.50% | 19.150 | +0.28% | 0.160 | +22.10% | +8.69% | 355,935.0 | ||
VOO | Vanguard S&P 500 ETF | 871,042 | 447,630.0 | -0.78% | 17.400 | -0.13% | 0.070 | +17.21% | +7.08% | 654,655.2 | ||
IVV | iShares Core S&P 500 ETF | 361,284 | 203,010.0 | -2.07% | 7.890 | -0.16% | 0.040 | +17.02% | +7.08% | 622,054.4 | ||
AAXJ |
iShares MSCI All Country Asia ex Japan Index Fund
iShares MSCI All Country Asia ex Japan Index Fund
| 784,274 | 58,040.0 | +1.87% | 2.260 | +0.04% | 2.380 | +18.10% | +15.40% | 2,713.3 | ||
WIX | Wix.com Ltd | 284,094 | 46,420.0 | 0% | 1.800 | 0% | 0.510 | -3.93% | -29.03% | 8,476.6 | Software | |
ARE | Alexandria Real Estate Equities Inc | 486,578 | 45,020.0 | +0.10% | 1.750 | 0% | 0.280 | +5.31% | -15.80% | 13,761.3 | REITs | |
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 503,611 | 34,280.0 | 0% | 1.330 | 0% | 0.490 | +23.02% | +6.84% | 7,565.4 | ||
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 142,893 | 26,890.0 | +22.68% | 1.050 | +0.19% | 0.240 | +43.22% | +14.63% | 13,969.9 | ||
MCHI | iShares MSCI China ETF | 493,500 | 26,850.0 | 0% | 1.040 | 0% | 0.450 | +11.70% | +18.42% | 6,385.2 |
Analyst IMS Investment Management Services Ltd.'s Historical Top Holdings Breakdowns
Analyst IMS Investment Management Services Ltd.'s Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.55% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Reduce -1.92% | 1,318,030 | -25,784 | |
LMND | Lemonade Inc | 2025-03-31 | New Buy New Buy | +0.39% | 30.77 ($34.41) 38.56 | $38.18 | 10.96% | New holding | 316,400 | 316,400 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.28% | 468.34 ($508.07) 539.52 | $554.20 | 9.08% | Add 1.5% | 1,050,711 | 15,573 | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 2025-03-31 | Add Add | +0.19% | 188.17 ($213.52) 235.81 | $246.17 | 15.29% | Add 22.68% | 142,893 | 26,418 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.19% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Reduce -14.93% | 219,536 | -38,519 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.16% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -20.33% | 69,838 | -17,817 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.16% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Reduce -2.07% | 361,284 | -7,618 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.14% | 167.43 ($211.65) 244.7 | $274.38 | 29.64% | Reduce -28.36% | 41,439 | -16,403 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | Add Add | +0.14% | 94.84 ($99.87) 105.31 | $106.01 | 6.15% | Add 29.09% | 167,090 | 37,658 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.13% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Reduce -0.78% | 871,042 | -6,806 |
Analyst IMS Investment Management Services Ltd. Total Holding History ($B)
Analyst IMS Investment Management Services Ltd.'s Asset Allocation
Analyst IMS Investment Management Services Ltd. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Analyst IMS Investment Management Services Ltd.'s Hypothetical Growth since 2025-03-31
Analyst IMS Investment Management Services Ltd.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Analyst IMS Investment Management Services Ltd.'s Holdings Heat Map
Size field:
Analyst IMS Investment Management Services Ltd.'s Holdings Bubble Chart
Analyst IMS Investment Management Services Ltd. News
- 1
Discussions on Analyst IMS Investment Management Services Ltd.
No discussions yet.