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
$304M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.28M
3
+$1.27M
4
CSTE icon
Caesarstone
CSTE
+$1.14M
5
SBUX icon
Starbucks
SBUX
+$257K

Top Sells

1
+$536K
2
+$348K
3
+$300K
4
PYPL icon
PayPal
PYPL
+$259K
5
NXPI icon
NXP Semiconductors
NXPI
+$241K

Sector Composition

1 Technology 30.91%
2 Healthcare 9.63%
3 Industrials 5.4%
4 Financials 5.23%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.41%
18,140
-105
52
$1.23M 0.4%
19,230
-4,050
53
$1.21M 0.4%
12,320
-176
54
$1.15M 0.38%
6,057
-55
55
$1.14M 0.37%
21,002
+920
56
$1.14M 0.37%
48,636
+1,942
57
$1.12M 0.37%
15,793
-502
58
$1.09M 0.36%
4,891
59
$1.09M 0.36%
41,059
+450
60
$1.06M 0.35%
18,137
61
$1.04M 0.34%
9,383
-542
62
$1.03M 0.34%
7,228
+279
63
$991K 0.33%
6,946
-190
64
$979K 0.32%
16,291
-368
65
$971K 0.32%
25,727
-500
66
$944K 0.31%
42,763
67
$918K 0.3%
24,834
+30
68
$904K 0.3%
5,300
69
$894K 0.29%
22,071
+5,625
70
$849K 0.28%
14,676
+1,165
71
$820K 0.27%
6,767
+726
72
$818K 0.27%
3,646
73
$772K 0.25%
24,313
74
$706K 0.23%
6,000
75
$660K 0.22%
2,870
1 2
3
4 5