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
$626K
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.11K
2
+$1.86K
3
+$1.28K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.2K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$839

Top Sells

1
+$1.38M
2
+$285K
3
+$6.86K
4
WIX icon
WIX.com
WIX
+$3.6K
5
PRGO icon
Perrigo
PRGO
+$2.16K

Sector Composition

1 Technology 14.22%
2 Healthcare 2.59%
3 Financials 2.23%
4 Industrials 2.16%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67K 0.43%
42,290
-906
27
$2.41K 0.38%
43,671
-2,904
28
$2.06K 0.33%
12,314
+3,800
29
$2.01K 0.32%
27,601
-4,666
30
$2.01K 0.32%
27,566
-11,374
31
$1.97K 0.32%
8,873
-232
32
$1.86K 0.3%
+80,441
33
$1.84K 0.29%
52,151
-4,683
34
$1.84K 0.29%
45,237
-450
35
$1.82K 0.29%
30,178
36
$1.68K 0.27%
21,702
-3,955
37
$1.66K 0.27%
28,657
38
$1.57K 0.25%
6,730
-373
39
$1.52K 0.24%
35,101
40
$1.45K 0.23%
5,364
-252
41
$1.44K 0.23%
66,475
+59,275
42
$1.42K 0.23%
15,865
-925
43
$1.34K 0.21%
23,442
-2,952
44
$1.32K 0.21%
39,379
+5,829
45
$1.28K 0.2%
4,840
46
$1.28K 0.2%
14,446
-1,433
47
$1.25K 0.2%
636
+21
48
$1.25K 0.2%
21,889
+21,089
49
$1.23K 0.2%
11,386
-91
50
$1.18K 0.19%
15,409
-4,045
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