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
$257M
AUM Growth
-$972K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.75M
3
+$4.06M
4
PRGO icon
Perrigo
PRGO
+$3.77M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.53M

Top Sells

1
+$2.87M
2
+$1.82M
3
+$1.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.42M
5
AMZN icon
Amazon
AMZN
+$1.06M

Sector Composition

1 Technology 19.9%
2 Healthcare 15.23%
3 Financials 6.3%
4 Industrials 5.03%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.26%
58,374
-6,033
27
$3.19M 1.24%
33,446
+21,511
28
$3.11M 1.21%
182,918
-20,482
29
$3.09M 1.2%
41,509
+2,649
30
$2.83M 1.1%
29,004
+535
31
$2.74M 1.07%
+56,384
32
$2.56M 1%
63,454
-3,946
33
$2.43M 0.94%
40,489
-1,811
34
$2.37M 0.92%
93,377
-3,956
35
$2.29M 0.89%
13,443
-1,710
36
$2.15M 0.84%
34,151
+4,259
37
$2.14M 0.83%
5,297
+712
38
$2.1M 0.82%
27,902
-1,900
39
$2.07M 0.81%
62,618
+3,020
40
$2.01M 0.78%
23,298
-2,239
41
$1.92M 0.75%
58,950
+3,950
42
$1.88M 0.73%
34,734
-10,184
43
$1.87M 0.73%
40,500
+200
44
$1.78M 0.69%
34,719
+4,594
45
$1.73M 0.67%
19,740
-3,302
46
$1.72M 0.67%
30,658
+48
47
$1.67M 0.65%
17,848
+94
48
$1.65M 0.64%
28,785
49
$1.64M 0.64%
41,888
-142
50
$1.61M 0.63%
1,400
+30
1
2
3 4 5