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
$229M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$965K
3
+$614K
4
SBUX icon
Starbucks
SBUX
+$529K
5
HON icon
Honeywell
HON
+$527K

Top Sells

1
+$7.83M
2
+$1.21M
3
+$784K
4
PFE icon
Pfizer
PFE
+$741K
5
ORBK
Orbotech Ltd
ORBK
+$576K

Sector Composition

1 Technology 28.19%
2 Healthcare 11.85%
3 Industrials 6.64%
4 Financials 6.5%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.97%
19,224
-694
27
$2.15M 0.94%
52,636
-2,179
28
$1.92M 0.84%
47,199
+262
29
$1.87M 0.82%
22,271
-489
30
$1.84M 0.8%
25,629
-2,878
31
$1.83M 0.8%
52,894
-5,220
32
$1.66M 0.73%
24,096
-1,755
33
$1.64M 0.72%
42,661
-1,553
34
$1.61M 0.7%
41,700
-3,301
35
$1.55M 0.68%
14,083
+1,465
36
$1.53M 0.67%
36,868
-623
37
$1.47M 0.64%
30,178
-3,752
38
$1.45M 0.64%
992
-175
39
$1.42M 0.62%
28,657
40
$1.39M 0.61%
16,495
-1,893
41
$1.3M 0.57%
12,496
-667
42
$1.25M 0.55%
10,835
-140
43
$1.24M 0.54%
44,224
-6,075
44
$1.22M 0.53%
37,740
-2,350
45
$1.2M 0.52%
34,183
-3,752
46
$1.18M 0.52%
11,681
-1,136
47
$1.17M 0.51%
7,305
-90
48
$1.16M 0.51%
11,123
-166
49
$1.13M 0.49%
20,471
-4,810
50
$1.11M 0.48%
17,813
-1,550
1
2
3 4 5