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
$627K
AUM Growth
+$1.05K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$15.4K
2
+$6.43K
3
+$5.11K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.11K
5
AAPL icon
Apple
AAPL
+$4.74K

Top Sells

1
+$2.73K
2
+$2.67K
3
+$2.53K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.25K
5
RSX
VanEck Russia ETF
RSX
+$924

Sector Composition

1 Technology 15.06%
2 Financials 3.34%
3 Healthcare 3.08%
4 Industrials 2.64%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08K 0.17%
628
-8
52
$972 0.16%
29,700
53
$925 0.15%
23,106
+2,886
54
$919 0.15%
14,273
+75
55
$868 0.14%
13,545
-901
56
$825 0.13%
5,300
57
$799 0.13%
17,355
+3,385
58
$796 0.13%
10,600
59
$736 0.12%
6,666
+799
60
$697 0.11%
3,035
+165
61
$634 0.1%
6,901
-1,900
62
$620 0.1%
4,626
+1,127
63
$590 0.09%
20,869
-745
64
$588 0.09%
5,216
-1,643
65
$552 0.09%
6,333
+224
66
$509 0.08%
4,850
67
$508 0.08%
16,800
68
$503 0.08%
16,020
+3,000
69
$503 0.08%
9,890
+355
70
$503 0.08%
8,646
+1,165
71
$486 0.08%
10,870
-5,430
72
$449 0.07%
3,980
-352
73
$443 0.07%
3,350
-302
74
$443 0.07%
9,220
75
$435 0.07%
23,000
1 2
3
4 5