test

Itzik Shenidovski

@Analyst Ims Investment Management Services Ltd.

Latest period2024 - Q3ReportedManaged Assets$2.603BTotal holdings135
Assets growth rate6.89%Assets growth rate (2-Q avg)6.49%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Analyst Ims Investment Management Services Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Analyst Ims Investment Management Services Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.603B in assets, with a quarterly growth rate of 6.89% and a 2-quarter average growth rate of 6.49%. The portfolio is managed by Itzik Shenidovski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACWIIshares Tr
Recent Activity
Decreased -33.26%
0.02%
$425,000
3,557 shares@ $119.49 avg price
RTXRtx Corporation
Recent Activity
Decreased -7.7%
0.02%
$402,000
3,317 shares@ $121.2 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -7.25%
0.02%
$394,000
5,239 shares@ $75.21 avg price
ISRAVaneck Etf Trust
Recent Activity
Decreased -1.21%
0.02%
$319,000
8,161 shares@ $39.09 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -1.13%
0.01%
$253,000
3,048 shares@ $83.01 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -7.71%
0.01%
$222,000
1,926 shares@ $115.27 avg price