AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.22B
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$20.2M
3
+$18.4M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$13.6M
5
ORBK
Orbotech Ltd
ORBK
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.82%
2 Healthcare 12.86%
3 Financials 6.3%
4 Energy 4.87%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 1.03%
+62,703
27
$2.56M 0.98%
+37,472
28
$2.55M 0.98%
+56,750
29
$2.42M 0.93%
+13,953
30
$2.26M 0.87%
+39,240
31
$2.09M 0.8%
+24,446
32
$1.99M 0.76%
+21,572
33
$1.97M 0.76%
+78,747
34
$1.94M 0.75%
+53,020
35
$1.94M 0.74%
+81,768
36
$1.93M 0.74%
+25,937
37
$1.92M 0.74%
+56,098
38
$1.84M 0.71%
+43,688
39
$1.7M 0.65%
+31,024
40
$1.69M 0.65%
+40,700
41
$1.66M 0.64%
+34,140
42
$1.58M 0.61%
+43,725
43
$1.56M 0.6%
+1,370
44
$1.53M 0.59%
+34,109
45
$1.47M 0.56%
+18,650
46
$1.45M 0.56%
+31,809
47
$1.43M 0.55%
+24,851
48
$1.42M 0.54%
+28,785
49
$1.39M 0.54%
+9,089
50
$1.39M 0.53%
+34,926
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