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
$746M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$26.2M
3
+$20.5M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$19.9M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$14.3M

Top Sells

1
+$28M
2
+$6.17M
3
+$4.97M
4
KRNT icon
Kornit Digital
KRNT
+$3.17M
5
AAPL icon
Apple
AAPL
+$1.92M

Sector Composition

1 Technology 11.51%
2 Communication Services 4.18%
3 Consumer Discretionary 3.82%
4 Real Estate 2.6%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 0.5%
26,295
+16,290
27
$3.49M 0.47%
9,793
-316
28
$3.17M 0.42%
6,666
+1,556
29
$3.16M 0.42%
61,035
-1,300
30
$3.13M 0.42%
12,899
+1,724
31
$3.13M 0.42%
57,823
-2,029
32
$3.04M 0.41%
227,960
33
$2.81M 0.38%
23,560
+3,260
34
$2.8M 0.38%
+172,835
35
$2.58M 0.35%
42,153
-4,986
36
$2.46M 0.33%
38,455
+25,500
37
$2.41M 0.32%
3,900
-100
38
$2.4M 0.32%
8,160
+1,300
39
$2.31M 0.31%
31,770
+12
40
$2.27M 0.3%
165,681
+2,475
41
$2.13M 0.28%
15,030
-460
42
$2.1M 0.28%
8,217
-396
43
$1.98M 0.26%
5,503
+1,251
44
$1.92M 0.26%
18,912
-7,493
45
$1.86M 0.25%
8,332
+1,126
46
$1.78M 0.24%
5,045
+850
47
$1.71M 0.23%
35,608
-595
48
$1.68M 0.23%
+10,250
49
$1.68M 0.22%
22,755
50
$1.63M 0.22%
30,342
-312
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