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
$327M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.11M
3
+$5.12M
4
DK icon
Delek US
DK
+$658K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$568K

Top Sells

1
+$2.86M
2
+$2.71M
3
+$1.98M
4
PFE icon
Pfizer
PFE
+$1.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.46M

Sector Composition

1 Technology 29.25%
2 Healthcare 5.37%
3 Financials 4.22%
4 Communication Services 3.9%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.34%
32,078
-56,467
52
$1.08M 0.33%
21,955
-26,317
53
$1.03M 0.31%
25,144
+1,220
54
$1.03M 0.31%
5,300
55
$1.02M 0.31%
14,273
-420
56
$965K 0.3%
20,490
-6,096
57
$964K 0.29%
8,905
-1,071
58
$902K 0.28%
10,600
59
$901K 0.28%
7,474
-518
60
$900K 0.28%
46,362
-2,070
61
$898K 0.27%
7,365
-5,673
62
$896K 0.27%
11,470
-712
63
$892K 0.27%
42,763
64
$818K 0.25%
15,270
-825
65
$814K 0.25%
6,591
-6,135
66
$812K 0.25%
7,645
+488
67
$746K 0.23%
22,317
-1,076
68
$731K 0.22%
10,905
-6,357
69
$721K 0.22%
10,431
-2,055
70
$714K 0.22%
2,870
71
$658K 0.2%
+13,090
72
$612K 0.19%
5,345
+15
73
$573K 0.18%
3,499
74
$527K 0.16%
2,800
75
$515K 0.16%
3,756
-104
1 2
3
4 5