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
$236M
AUM Growth
-$474K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$902K
3
+$660K
4
ELV icon
Elevance Health
ELV
+$425K
5
META icon
Meta Platforms (Facebook)
META
+$332K

Top Sells

1
+$8.65M
2
+$2.08M
3
+$1.83M
4
YHOO
Yahoo Inc
YHOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$764K

Sector Composition

1 Technology 27.21%
2 Healthcare 12.59%
3 Financials 5.95%
4 Communication Services 5.48%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.96%
28,507
+1,450
27
$2.23M 0.94%
142,477
-2,108
28
$2.17M 0.92%
45,858
-1,556
29
$2.04M 0.86%
22,760
-1,048
30
$2.02M 0.86%
46,937
-1,711
31
$1.94M 0.82%
45,001
-24,164
32
$1.93M 0.82%
58,114
-3,122
33
$1.86M 0.79%
25,851
34
$1.74M 0.74%
44,214
-6,320
35
$1.72M 0.73%
1,167
-36
36
$1.7M 0.72%
33,930
-250
37
$1.59M 0.67%
37,491
38
$1.48M 0.63%
12,618
39
$1.45M 0.61%
18,388
-274
40
$1.42M 0.6%
37,935
-3,760
41
$1.41M 0.6%
10,975
+2,590
42
$1.24M 0.52%
12,817
-396
43
$1.23M 0.52%
28,657
44
$1.23M 0.52%
11,289
-570
45
$1.22M 0.52%
13,163
-450
46
$1.22M 0.52%
50,299
+10,999
47
$1.22M 0.52%
29,705
-1,650
48
$1.21M 0.51%
40,090
-5,500
49
$1.13M 0.48%
19,363
-3,009
50
$1.13M 0.48%
7,395
+1,155
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