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
$240M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$576K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
CL icon
Colgate-Palmolive
CL
+$346K

Top Sells

1
+$8.07M
2
+$2.19M
3
+$811K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$756K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$719K

Sector Composition

1 Technology 20.18%
2 Healthcare 14.61%
3 Financials 6.29%
4 Communication Services 5.31%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 1.17%
166,447
-3,625
27
$2.74M 1.14%
52,946
-2,810
28
$2.67M 1.12%
26,017
-1,125
29
$2.52M 1.05%
32,271
-589
30
$2.47M 1.03%
31,102
-6,294
31
$2.38M 0.99%
56,529
-200
32
$2.35M 0.98%
48,635
-500
33
$2.15M 0.9%
58,997
-3,865
34
$2.1M 0.87%
+74,294
35
$1.9M 0.79%
35,907
+323
36
$1.72M 0.72%
32,150
-695
37
$1.71M 0.71%
39,857
38
$1.7M 0.71%
35,034
-496
39
$1.65M 0.69%
11,084
-1,134
40
$1.61M 0.67%
1,260
-19
41
$1.56M 0.65%
25,835
-90
42
$1.51M 0.63%
42,728
-9,182
43
$1.5M 0.63%
21,206
-561
44
$1.49M 0.62%
21,399
-1,221
45
$1.44M 0.6%
28,785
46
$1.43M 0.6%
40,500
47
$1.42M 0.59%
13,536
+160
48
$1.41M 0.59%
25,841
-2,646
49
$1.38M 0.57%
+12,198
50
$1.37M 0.57%
13,741
-3,121
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