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
$257M
AUM Growth
-$972K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.75M
3
+$4.06M
4
PRGO icon
Perrigo
PRGO
+$3.77M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.53M

Top Sells

1
+$2.87M
2
+$1.82M
3
+$1.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.42M
5
AMZN icon
Amazon
AMZN
+$1.06M

Sector Composition

1 Technology 19.9%
2 Healthcare 15.23%
3 Financials 6.3%
4 Industrials 5.03%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.6%
13,525
+1,349
52
$1.5M 0.58%
+17,036
53
$1.48M 0.58%
76,947
+69,600
54
$1.39M 0.54%
28,670
-3,430
55
$1.13M 0.44%
22,750
-7,825
56
$1.07M 0.42%
7,960
+220
57
$896K 0.35%
23,594
-13,937
58
$895K 0.35%
15,151
-400
59
$874K 0.34%
6,775
60
$868K 0.34%
26,501
-20
61
$806K 0.31%
9,397
+60
62
$770K 0.3%
4,952
-594
63
$718K 0.28%
+6,200
64
$699K 0.27%
16,000
-4,000
65
$691K 0.27%
14,529
-16,250
66
$690K 0.27%
50,646
+1,101
67
$669K 0.26%
36,600
68
$637K 0.25%
26,934
+750
69
$632K 0.25%
+5,140
70
$629K 0.24%
6,000
71
$609K 0.24%
5,850
72
$592K 0.23%
9,460
-9,368
73
$587K 0.23%
16,100
-6,300
74
$579K 0.23%
6,000
75
$567K 0.22%
16,700
1 2
3
4 5