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
$325M
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.47M
3
+$2.18M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$2.01M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2M

Top Sells

1
+$7.13M
2
+$6.52M
3
+$6.01M
4
MSFT icon
Microsoft
MSFT
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.78M

Sector Composition

1 Technology 20.41%
2 Healthcare 4.21%
3 Industrials 4.1%
4 Financials 3.87%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.62%
+32,953
27
$2.01M 0.62%
72,874
-118,628
28
$1.97M 0.61%
8,359
-600
29
$1.96M 0.6%
22,769
-25,302
30
$1.94M 0.6%
10,644
-12,286
31
$1.88M 0.58%
30,260
-31,120
32
$1.71M 0.53%
34,391
-53,612
33
$1.65M 0.51%
30,178
34
$1.64M 0.51%
6,170
-20
35
$1.62M 0.5%
6,873
-8,573
36
$1.57M 0.48%
6,480
-100
37
$1.56M 0.48%
15,015
-800
38
$1.51M 0.46%
35,152
-10
39
$1.45M 0.45%
19,510
-1,282
40
$1.44M 0.44%
38,843
-220
41
$1.43M 0.44%
4,998
-5,022
42
$1.41M 0.43%
5,419
+2,384
43
$1.4M 0.43%
27,560
-1,097
44
$1.37M 0.42%
8,208
-50
45
$1.31M 0.4%
+27,183
46
$1.26M 0.39%
32,932
-660
47
$1.25M 0.39%
4,840
48
$1.24M 0.38%
708
+80
49
$1.19M 0.37%
+22,179
50
$1.18M 0.36%
29,700
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