Top 50 Analyst IMS Investment Management Services Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 31.17% | 1.78M | $1.03B | +1.87%(+32.73K) | $414.03(+72.62%) | 2026-03-31 | |
| SPY | TATE STR SPDR S&P 500 ETF T | 17.03% | 864.6K | $562.3M | -10.09%(-97.00K) | $384.19(+93.22%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.83% | 598.6K | $357.7M | -7.58%(-49.12K) | $401.20(+70.09%) | 2026-03-31 | |
| AAXJ | ISHARES TR | 6.48% | 2.22M | $213.9M | +102.71%(+1.13M) | $88.78(+31.56%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.16% | 311.4K | $203.4M | -8.03%(-27.18K) | $348.81(+113.79%) | 2026-03-31 | |
| SOXX | ISHARES TR | 2.01% | 201.5K | $66.2M | +28.83%(+45.10K) | $216.96(+143.50%) | 2026-03-31 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 1.93% | 2.12M | $63.7M | +0.00%(+0) | $25.70(+41.02%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.87% | 1.14M | $61.6M | +0.02%(+185) | $51.41(+16.59%) | 2026-03-31 | |
| SPG | SIMON PPTY GROUP INC NEW | 1.37% | 242.9K | $45.3M | +0.03%(+67) | $136.33(+47.11%) | 2026-03-31 | |
| WIX | WIX COM LTD | 1.34% | 492.7K | $44.4M | +3.29%(+15.68K) | $122.45(-54.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.80% | +59.36% |
| Top 20 Holdings Unweighted | +17.44% | +61.97% |
Sign up free to track Analyst IMS Investment Management Services Ltd., compare funds side by side, and get alerts the moment positions change.