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
$258M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.59M
3
+$2.04M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.91M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.91M

Top Sells

1
+$11.3M
2
+$5.4M
3
+$5.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.96M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$2.68M

Sector Composition

1 Technology 12.77%
2 Healthcare 12.07%
3 Energy 5.36%
4 Consumer Discretionary 4.45%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.5%
11,935
+939
52
$1.28M 0.5%
12,176
-1,459
53
$1.19M 0.46%
63,800
+22,600
54
$1.17M 0.45%
7,740
+100
55
$1M 0.39%
47,358
-15,232
56
$969K 0.38%
15,551
-9,300
57
$934K 0.36%
6,775
58
$876K 0.34%
+20,000
59
$851K 0.33%
5,546
-3,543
60
$836K 0.32%
14,600
61
$832K 0.32%
26,521
-26,499
62
$768K 0.3%
+9,337
63
$732K 0.28%
22,400
+450
64
$718K 0.28%
26,184
-210
65
$701K 0.27%
49,545
+5,945
66
$630K 0.24%
6,000
67
$623K 0.24%
10,000
-5,000
68
$623K 0.24%
36,600
69
$619K 0.24%
6,000
70
$593K 0.23%
29,115
+1,252
71
$591K 0.23%
5,850
72
$571K 0.22%
+16,700
73
$537K 0.21%
23,000
74
$527K 0.2%
10,605
75
$521K 0.2%
6,000
-1,512
1 2
3
4 5