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
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.59M
3
+$797K
4
BA icon
Boeing
BA
+$551K
5
ELV icon
Elevance Health
ELV
+$459K

Top Sells

1
+$2.32M
2
+$2.1M
3
+$1.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.06M

Sector Composition

1 Technology 24.41%
2 Healthcare 13.39%
3 Financials 5.43%
4 Industrials 5.11%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.93%
9,109
-344
27
$2.1M 0.89%
48,648
+1,242
28
$2.07M 0.87%
50,534
-2,895
29
$2.02M 0.85%
23,808
-4,917
30
$2.01M 0.85%
47,414
-5,131
31
$2M 0.84%
61,236
-9,618
32
$1.92M 0.81%
144,585
-15,408
33
$1.85M 0.78%
25,851
-15,940
34
$1.7M 0.72%
37,491
-2,084
35
$1.57M 0.66%
34,180
-525
36
$1.5M 0.63%
1,203
+51
37
$1.48M 0.62%
18,662
-1,270
38
$1.45M 0.61%
12,618
+6
39
$1.43M 0.61%
41,695
-67,449
40
$1.34M 0.56%
34,600
-2,800
41
$1.33M 0.56%
13,613
-413
42
$1.26M 0.53%
11,859
-750
43
$1.25M 0.53%
22,372
-447
44
$1.17M 0.49%
24,692
+372
45
$1.15M 0.48%
7,548
-2,380
46
$1.15M 0.48%
31,355
-600
47
$1.11M 0.47%
28,657
-128
48
$1.1M 0.47%
13,213
-6,942
49
$1.09M 0.46%
45,590
-13,957
50
$1.06M 0.45%
39,300
-3,400
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