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
$312M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.7M
3
+$5.41M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$5.03M
5
SPG icon
Simon Property Group
SPG
+$2.74M

Top Sells

1
+$5.36M
2
+$2.45M
3
+$1.94M
4
PRGO icon
Perrigo
PRGO
+$1.28M
5
KRNT icon
Kornit Digital
KRNT
+$1.15M

Sector Composition

1 Technology 15.23%
2 Communication Services 5.04%
3 Consumer Discretionary 4.08%
4 Financials 2.85%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.52%
5,085
-785
27
$1.52M 0.49%
51,040
-33,670
28
$1.51M 0.48%
50,110
+4,567
29
$1.42M 0.45%
6,232
-382
30
$1.39M 0.45%
22,755
-5,683
31
$1.32M 0.42%
13,784
+9
32
$1.21M 0.39%
28,614
+542
33
$1.2M 0.38%
4,195
-570
34
$1.15M 0.37%
6,902
-200
35
$1.14M 0.37%
24,900
-3,900
36
$1.12M 0.36%
7,495
+2,181
37
$1.06M 0.34%
4,840
38
$1.05M 0.34%
8,760
+4,927
39
$1.05M 0.34%
4,000
-1,300
40
$1.04M 0.33%
11,701
-2,140
41
$1M 0.32%
20,326
42
$987K 0.32%
11,971
-462
43
$976K 0.31%
231,990
+21,990
44
$975K 0.31%
28,568
-47
45
$938K 0.3%
697
-126
46
$904K 0.29%
23,800
-4,230
47
$859K 0.28%
20,370
48
$817K 0.26%
8,600
+80
49
$783K 0.25%
6,845
50
$745K 0.24%
30,100
-1,300
1
2
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