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
$236M
AUM Growth
-$474K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$902K
3
+$660K
4
ELV icon
Elevance Health
ELV
+$425K
5
META icon
Meta Platforms (Facebook)
META
+$332K

Top Sells

1
+$8.65M
2
+$2.08M
3
+$1.83M
4
YHOO
Yahoo Inc
YHOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$764K

Sector Composition

1 Technology 27.21%
2 Healthcare 12.59%
3 Financials 5.95%
4 Communication Services 5.48%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.47%
25,281
+589
52
$1.03M 0.43%
27,464
-7,136
53
$1M 0.42%
5,724
-1,824
54
$973K 0.41%
10,092
55
$902K 0.38%
+8,867
56
$894K 0.38%
4,891
57
$863K 0.37%
6,885
+3,390
58
$804K 0.34%
16,067
+3,279
59
$803K 0.34%
7,675
-290
60
$780K 0.33%
23,715
-2,600
61
$751K 0.32%
18,137
-750
62
$700K 0.3%
14,352
-3,435
63
$660K 0.28%
+15,032
64
$649K 0.27%
13,595
-4,500
65
$629K 0.27%
4,778
+534
66
$620K 0.26%
8,783
-2,362
67
$618K 0.26%
6,000
68
$599K 0.25%
13,001
-50
69
$581K 0.25%
5,300
-50
70
$570K 0.24%
2,870
71
$569K 0.24%
25,055
-876
72
$535K 0.23%
13,320
+2,880
73
$528K 0.22%
12,600
-1,000
74
$524K 0.22%
9,856
-3,983
75
$512K 0.22%
5,755
+431
1 2
3
4 5