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
$237M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.59M
3
+$797K
4
BA icon
Boeing
BA
+$551K
5
ELV icon
Elevance Health
ELV
+$459K

Top Sells

1
+$2.32M
2
+$2.1M
3
+$1.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.06M

Sector Composition

1 Technology 24.41%
2 Healthcare 13.39%
3 Financials 5.43%
4 Industrials 5.11%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$980K 0.41%
6,240
52
$958K 0.4%
8,385
+100
53
$875K 0.37%
4,891
54
$866K 0.37%
10,092
+498
55
$839K 0.35%
18,095
-3,162
56
$830K 0.35%
17,787
-45,070
57
$785K 0.33%
7,965
-90
58
$763K 0.32%
13,839
59
$760K 0.32%
11,145
60
$706K 0.3%
12,788
+2,256
61
$656K 0.28%
13,051
+500
62
$629K 0.27%
6,000
63
$616K 0.26%
26,315
-1,091
64
$564K 0.24%
18,887
-831
65
$552K 0.23%
2,870
66
$551K 0.23%
+4,244
67
$531K 0.22%
5,350
68
$510K 0.22%
5,324
+254
69
$507K 0.21%
9,272
-19,324
70
$497K 0.21%
25,931
-768
71
$487K 0.21%
13,600
72
$478K 0.2%
3,259
-825
73
$459K 0.19%
+3,495
74
$451K 0.19%
8,420
75
$437K 0.18%
6,882
-3,500
1 2
3
4 5