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
$237M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$1.51M
3
+$1.4M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
BIIB icon
Biogen
BIIB
+$1.08M

Top Sells

1
+$1.53M
2
+$1.35M
3
+$1.15M
4
BAX icon
Baxter International
BAX
+$896K
5
IBM icon
IBM
IBM
+$770K

Sector Composition

1 Technology 18.44%
2 Healthcare 14.71%
3 Financials 6.3%
4 Industrials 4.83%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 1.18%
49,135
-470
27
$2.77M 1.17%
41,796
+287
28
$2.77M 1.17%
55,756
-2,618
29
$2.69M 1.13%
37,396
-4,277
30
$2.65M 1.12%
170,072
-12,846
31
$2.63M 1.11%
9,011
+3,714
32
$2.53M 1.07%
27,142
-1,862
33
$2.27M 0.96%
62,862
-592
34
$2.19M 0.92%
38,272
-2,217
35
$2.14M 0.9%
56,729
+345
36
$1.85M 0.78%
51,910
-10,708
37
$1.77M 0.75%
35,584
+850
38
$1.76M 0.74%
12,218
-1,225
39
$1.73M 0.73%
32,845
-1,306
40
$1.63M 0.69%
60,480
+1,530
41
$1.62M 0.68%
35,530
+811
42
$1.6M 0.67%
39,857
-2,031
43
$1.59M 0.67%
16,862
-986
44
$1.59M 0.67%
25,925
-1,977
45
$1.58M 0.67%
21,767
+2,027
46
$1.58M 0.67%
1,279
-121
47
$1.56M 0.66%
22,620
-678
48
$1.46M 0.62%
28,487
-2,171
49
$1.44M 0.61%
40,500
50
$1.4M 0.59%
28,785
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