ID
| |
IMS Dividend Growth Fund | IMSAXMutual Fund | |
| 360 Funds | |
| Last update 2021-08-31 | 34 Stocks (0 new) |
| Value $5.00 Mil | Turnover 0 % |
IMS Dividend Growth Fund Top Holdings of 2020-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABBV | AbbVie Inc | 5,000 | 380.9 | 0% | 7.940 | 0% | 0.000 | +6.71% | +10.35% | 337,082.7 | Drug Manufacturers | |
MSFT | Microsoft Corp | 2,000 | 315.4 | 0% | 6.570 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
V | Visa Inc | 1,940 | 312.6 | 0% | 6.510 | 0% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
LMT | Lockheed Martin Corp | 800 | 271.2 | 0% | 5.650 | 0% | 0.000 | -9.29% | -12.22% | 98,183.7 | Aerospace & Defense | |
PYPL | PayPal Holdings Inc | 2,750 | 263.3 | 0% | 5.490 | 0% | 0.000 | +20.15% | -8.82% | 75,682.5 | Credit Services | |
AAPL | Apple Inc | 4,000 | 254.3 | 0% | 5.300 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
SPGI | S&P Global Inc | 1,000 | 245.1 | 0% | 5.110 | 0% | 0.000 | +10.51% | +6.98% | 162,802.6 | Capital Markets | |
QCOM | Qualcomm Inc | 3,000 | 202.9 | 0% | 4.230 | 0% | 0.000 | +8.55% | +4.58% | 174,406.3 | Semiconductors | |
JNJ | Johnson & Johnson | 1,500 | 196.7 | 0% | 4.100 | 0% | 0.000 | +10.38% | +19.20% | 407,973.8 | Drug Manufacturers | |
BLK | BlackRock Inc | 400 | 176.0 | 0% | 3.670 | 0% | 0.000 | +22.70% | +10.27% | 173,123.7 | Asset Management |
IMS Dividend Growth Fund's Historical Top Holdings Breakdowns
IMS Dividend Growth Fund Total Holding History ($B)
IMS Dividend Growth Fund's Asset Allocation
IMS Dividend Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
IMS Dividend Growth Fund's Hypothetical Growth since 2020-03-31
IMS Dividend Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IMS Dividend Growth Fund's Holdings Heat Map
Size field:
IMS Dividend Growth Fund's Holdings Bubble Chart
IMS Dividend Growth Fund News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers