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
$1.05B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$99.9M
2
+$43.3M
3
+$16.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.81M

Top Sells

1
+$2M
2
+$1.37M
3
+$1.21M
4
WDC icon
Western Digital
WDC
+$906K
5
KRNT icon
Kornit Digital
KRNT
+$775K

Sector Composition

1 Technology 9.11%
2 Consumer Discretionary 3.36%
3 Communication Services 3.14%
4 Real Estate 1.71%
5 Financials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.24M 0.5%
34,090
+32
27
$4.15M 0.39%
169,422
-16,067
28
$4.07M 0.39%
25,740
-1,000
29
$4.01M 0.38%
11,650
+3,335
30
$3.66M 0.35%
19,062
+2,213
31
$3.64M 0.35%
29,617
-5,314
32
$3.58M 0.34%
56,352
-2,305
33
$3.26M 0.31%
64,437
+4,930
34
$3.19M 0.3%
36,250
-2,240
35
$3M 0.28%
16,400
+2,300
36
$2.89M 0.27%
168,350
-1,190
37
$2.88M 0.27%
3,600
-100
38
$2.74M 0.26%
4,855
-20
39
$2.41M 0.23%
13,940
-950
40
$2.38M 0.23%
7,926
+65
41
$2.32M 0.22%
34,698
-6,685
42
$2.3M 0.22%
5,000
43
$2.23M 0.21%
23,862
-6,300
44
$2.22M 0.21%
9,950
45
$2.18M 0.21%
9,731
+2,331
46
$2.08M 0.2%
3,240
-70
47
$2.01M 0.19%
81,087
-4,333
48
$1.93M 0.18%
31,971
+449
49
$1.91M 0.18%
59,876
+6,484
50
$1.86M 0.18%
164,681
1
2
3 4 5