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
$240M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$576K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
CL icon
Colgate-Palmolive
CL
+$346K

Top Sells

1
+$8.07M
2
+$2.19M
3
+$811K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$756K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$719K

Sector Composition

1 Technology 20.18%
2 Healthcare 14.61%
3 Financials 6.29%
4 Communication Services 5.31%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.57%
12,932
-174
52
$1.28M 0.54%
35,413
+156
53
$1.27M 0.53%
46,750
-13,730
54
$1.27M 0.53%
7,843
-30
55
$1.23M 0.51%
66,097
-9,750
56
$1.07M 0.45%
24,757
-2,925
57
$942K 0.39%
13,046
-2,099
58
$851K 0.36%
4,891
-46,376
59
$850K 0.35%
12,951
-340
60
$830K 0.35%
6,935
-570
61
$806K 0.34%
29,347
-1,623
62
$788K 0.33%
7,525
-1,690
63
$717K 0.3%
14,190
64
$706K 0.29%
5,603
-515
65
$570K 0.24%
5,830
-290
66
$544K 0.23%
26,321
67
$541K 0.23%
28,653
-1,554
68
$540K 0.23%
6,000
69
$536K 0.22%
36,600
70
$506K 0.21%
5,700
-90
71
$473K 0.2%
14,000
-1,000
72
$433K 0.18%
8,670
-100
73
$432K 0.18%
2,310
+820
74
$415K 0.17%
4,750
-100
75
$406K 0.17%
2,150
-50
1 2
3
4 5