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
$327M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.11M
3
+$5.12M
4
DK icon
Delek US
DK
+$658K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$568K

Top Sells

1
+$2.86M
2
+$2.71M
3
+$1.98M
4
PFE icon
Pfizer
PFE
+$1.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.46M

Sector Composition

1 Technology 29.25%
2 Healthcare 5.37%
3 Financials 4.22%
4 Communication Services 3.9%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.78%
23,616
-294
27
$2.44M 0.75%
56,911
-34,020
28
$2.43M 0.74%
43,196
-674
29
$2.38M 0.73%
8,232
-82
30
$2.16M 0.66%
32,267
-780
31
$1.85M 0.57%
56,834
+64
32
$1.76M 0.54%
9,105
-968
33
$1.75M 0.54%
30,178
34
$1.73M 0.53%
45,687
+8,725
35
$1.68M 0.51%
25,657
-30,257
36
$1.67M 0.51%
8,514
-943
37
$1.54M 0.47%
28,657
38
$1.5M 0.46%
35,101
-171
39
$1.48M 0.45%
7,103
-410
40
$1.39M 0.42%
16,790
-1,720
41
$1.38M 0.42%
28,370
-390
42
$1.37M 0.42%
19,454
43
$1.34M 0.41%
5,616
+42
44
$1.28M 0.39%
26,394
+1,692
45
$1.23M 0.38%
615
-39
46
$1.23M 0.37%
11,477
+45
47
$1.22M 0.37%
15,879
+4,770
48
$1.21M 0.37%
33,550
+3,100
49
$1.18M 0.36%
26,000
-3,190
50
$1.17M 0.36%
4,840
-51
1
2
3 4 5