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
$229M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$965K
3
+$614K
4
SBUX icon
Starbucks
SBUX
+$529K
5
HON icon
Honeywell
HON
+$527K

Top Sells

1
+$7.83M
2
+$1.21M
3
+$784K
4
PFE icon
Pfizer
PFE
+$741K
5
ORBK
Orbotech Ltd
ORBK
+$576K

Sector Composition

1 Technology 28.19%
2 Healthcare 11.85%
3 Industrials 6.64%
4 Financials 6.5%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.46%
26,555
-3,150
52
$979K 0.43%
26,064
-1,400
53
$973K 0.43%
9,422
+555
54
$966K 0.42%
4,891
55
$965K 0.42%
+8,931
56
$954K 0.42%
6,635
-250
57
$890K 0.39%
16,361
+294
58
$883K 0.39%
29,730
+6,015
59
$878K 0.38%
7,586
-89
60
$873K 0.38%
9,867
-225
61
$745K 0.33%
18,137
62
$707K 0.31%
15,951
+919
63
$706K 0.31%
6,000
64
$689K 0.3%
4,427
-351
65
$686K 0.3%
3,684
-2,040
66
$639K 0.28%
13,345
-1,007
67
$633K 0.28%
5,401
+1,694
68
$589K 0.26%
5,300
69
$589K 0.26%
2,870
70
$588K 0.26%
25,055
71
$563K 0.25%
7,472
-1,311
72
$556K 0.24%
11,195
-2,400
73
$529K 0.23%
+9,400
74
$527K 0.23%
+4,748
75
$510K 0.22%
9,856
1 2
3
4 5