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
$627K
AUM Growth
+$1.05K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$15.4K
2
+$6.43K
3
+$5.11K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.11K
5
AAPL icon
Apple
AAPL
+$4.74K

Top Sells

1
+$2.73K
2
+$2.67K
3
+$2.53K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.25K
5
RSX
VanEck Russia ETF
RSX
+$924

Sector Composition

1 Technology 15.06%
2 Financials 3.34%
3 Healthcare 3.08%
4 Industrials 2.64%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94K 0.47%
217,403
+6,321
27
$2.63K 0.42%
10,020
+4,656
28
$2.43K 0.39%
129,975
+63,500
29
$2.41K 0.38%
28,438
-3,000
30
$2.28K 0.36%
23,616
31
$2.07K 0.33%
23,961
-29,247
32
$1.99K 0.32%
48,290
+20,308
33
$1.98K 0.32%
21,472
-6,094
34
$1.81K 0.29%
53,300
+1,149
35
$1.73K 0.28%
13,398
+6,333
36
$1.68K 0.27%
77,000
-3,441
37
$1.67K 0.27%
8,959
+86
38
$1.53K 0.24%
30,178
39
$1.4K 0.22%
+6,190
40
$1.4K 0.22%
29,910
+14,955
41
$1.37K 0.22%
35,162
+61
42
$1.34K 0.21%
6,580
-150
43
$1.33K 0.21%
15,815
-50
44
$1.33K 0.21%
28,657
45
$1.32K 0.21%
20,792
-2,650
46
$1.17K 0.19%
11,277
-109
47
$1.17K 0.19%
33,592
-11,645
48
$1.13K 0.18%
4,840
49
$1.1K 0.17%
39,063
-316
50
$1.08K 0.17%
8,258
-4,056
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