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
$304M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.28M
3
+$1.27M
4
CSTE icon
Caesarstone
CSTE
+$1.14M
5
SBUX icon
Starbucks
SBUX
+$257K

Top Sells

1
+$536K
2
+$348K
3
+$300K
4
PYPL icon
PayPal
PYPL
+$259K
5
NXPI icon
NXP Semiconductors
NXPI
+$241K

Sector Composition

1 Technology 30.91%
2 Healthcare 9.63%
3 Industrials 5.4%
4 Financials 5.23%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.95%
25,785
27
$2.83M 0.93%
111,157
-2,000
28
$2.79M 0.92%
38,494
-1,150
29
$2.7M 0.89%
41,150
30
$2.69M 0.88%
8,675
-30
31
$2.49M 0.82%
52,261
-375
32
$2.45M 0.8%
18,930
-280
33
$2.34M 0.77%
48,612
+3,230
34
$1.89M 0.62%
33,928
35
$1.85M 0.61%
20,403
-900
36
$1.76M 0.58%
46,430
-1,789
37
$1.74M 0.57%
21,504
-100
38
$1.65M 0.54%
36,638
-230
39
$1.64M 0.54%
14,133
+23
40
$1.57M 0.52%
28,657
41
$1.57M 0.51%
35,362
+36
42
$1.56M 0.51%
9,292
+275
43
$1.54M 0.51%
11,009
-210
44
$1.53M 0.5%
30,190
-400
45
$1.42M 0.47%
12,937
+1,494
46
$1.37M 0.45%
25,218
+4,718
47
$1.36M 0.45%
751
+82
48
$1.34M 0.44%
8,179
+12
49
$1.31M 0.43%
55,980
+2,760
50
$1.27M 0.42%
13,126
+520
1
2
3 4 5