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
$258M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.59M
3
+$2.04M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.91M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.91M

Top Sells

1
+$11.3M
2
+$5.4M
3
+$5.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.96M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$2.68M

Sector Composition

1 Technology 12.77%
2 Healthcare 12.07%
3 Energy 5.36%
4 Consumer Discretionary 4.45%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.09%
38,860
+1,388
27
$2.51M 0.97%
15,153
+1,200
28
$2.51M 0.97%
44,918
-9,917
29
$2.37M 0.92%
42,300
+3,060
30
$2.36M 0.92%
97,333
+15,565
31
$2.33M 0.9%
29,802
+24,446
32
$2.13M 0.83%
25,537
+1,091
33
$2.11M 0.82%
23,042
+1,470
34
$2.09M 0.81%
59,598
+3,500
35
$1.94M 0.75%
4,585
+3,833
36
$1.91M 0.74%
+29,892
37
$1.86M 0.72%
55,000
+31,000
38
$1.79M 0.69%
40,300
-400
39
$1.7M 0.66%
42,030
-1,658
40
$1.7M 0.66%
17,754
+4,100
41
$1.67M 0.65%
30,610
-414
42
$1.59M 0.62%
1,370
43
$1.59M 0.62%
28,785
44
$1.57M 0.61%
32,100
+11,500
45
$1.56M 0.6%
43,318
-407
46
$1.51M 0.59%
30,575
-1,234
47
$1.51M 0.59%
30,125
-3,984
48
$1.5M 0.58%
30,779
-3,361
49
$1.4M 0.54%
37,531
+2,605
50
$1.3M 0.5%
18,828
-7,109
1
2
3 4 5