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
$626K
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.11K
2
+$1.86K
3
+$1.28K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.2K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$839

Top Sells

1
+$1.38M
2
+$285K
3
+$6.86K
4
WIX icon
WIX.com
WIX
+$3.6K
5
PRGO icon
Perrigo
PRGO
+$2.16K

Sector Composition

1 Technology 14.22%
2 Healthcare 2.59%
3 Financials 2.23%
4 Industrials 2.16%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16K 0.19%
27,982
-4,096
52
$1.14K 0.18%
29,700
+3,700
53
$1.11K 0.18%
14,198
-75
54
$1.05K 0.17%
10,600
55
$1K 0.16%
5,300
56
$976 0.16%
7,065
-300
57
$924 0.15%
42,763
58
$911 0.15%
16,300
-4,190
59
$903 0.14%
6,859
-615
60
$878 0.14%
8,312
+667
61
$874 0.14%
20,220
-4,924
62
$860 0.14%
5,200
+2,400
63
$859 0.14%
10,281
+10,045
64
$807 0.13%
21,614
-703
65
$800 0.13%
46,800
+438
66
$771 0.12%
6,109
-482
67
$767 0.12%
2,870
68
$742 0.12%
13,970
-1,300
69
$732 0.12%
8,801
-2,669
70
$685 0.11%
14,955
-7,000
71
$667 0.11%
100,000
+28,000
72
$654 0.1%
5,867
-3,038
73
$595 0.1%
16,800
74
$588 0.09%
3,499
75
$580 0.09%
3,652
-104
1 2
3
4 5