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
$812M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$12.9M
3
+$6.42M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.01M

Top Sells

1
+$44M
2
+$1.98M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$795K
5
UNP icon
Union Pacific
UNP
+$786K

Sector Composition

1 Technology 11.16%
2 Consumer Discretionary 4.58%
3 Communication Services 4.09%
4 Financials 2.2%
5 Real Estate 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.48%
26,145
-150
27
$3.85M 0.47%
185,489
-88,880
28
$3.44M 0.42%
26,740
-114
29
$3.35M 0.41%
38,490
-9,123
30
$3.33M 0.41%
59,507
-455
31
$3.19M 0.39%
58,657
-300
32
$2.98M 0.37%
27,460
+1,886
33
$2.91M 0.36%
169,540
-1,725
34
$2.88M 0.36%
41,383
-300
35
$2.82M 0.35%
8,315
+208
36
$2.76M 0.34%
3,700
-200
37
$2.63M 0.32%
85,420
+8,850
38
$2.41M 0.3%
30,162
-300
39
$2.36M 0.29%
7,400
-707
40
$2.24M 0.28%
14,890
-120
41
$2.21M 0.27%
31,522
-386
42
$2.15M 0.26%
7,861
-205
43
$2.05M 0.25%
164,681
44
$2.03M 0.25%
53,392
+16,039
45
$2.01M 0.25%
+5,000
46
$1.97M 0.24%
37,005
-33
47
$1.9M 0.23%
9,950
-300
48
$1.87M 0.23%
14,677
+13
49
$1.82M 0.22%
14,100
+3,088
50
$1.79M 0.22%
3,310
-114
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2
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