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
$325M
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.47M
3
+$2.18M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$2.01M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2M

Top Sells

1
+$7.13M
2
+$6.52M
3
+$6.01M
4
MSFT icon
Microsoft
MSFT
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.78M

Sector Composition

1 Technology 20.41%
2 Healthcare 4.21%
3 Industrials 4.1%
4 Financials 3.87%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.33%
11,525
-2,020
52
$1.06M 0.33%
14,096
-177
53
$1.05M 0.32%
6,882
+2,256
54
$1.02M 0.32%
20,539
-2,567
55
$997K 0.31%
5,300
56
$986K 0.3%
24,461
-23,829
57
$954K 0.29%
6,824
-6,574
58
$944K 0.29%
10,600
59
$836K 0.26%
17,296
-59
60
$803K 0.25%
14,955
-14,955
61
$759K 0.23%
+13,169
62
$686K 0.21%
20,869
63
$671K 0.21%
5,473
-1,193
64
$648K 0.2%
16,020
65
$641K 0.2%
6,158
-743
66
$633K 0.2%
19,400
+10,400
67
$613K 0.19%
72,505
+40,005
68
$609K 0.19%
5,120
-96
69
$573K 0.18%
4,600
-250
70
$569K 0.18%
10,700
-170
71
$569K 0.18%
10,140
+250
72
$556K 0.17%
16,800
73
$529K 0.16%
23,000
74
$524K 0.16%
8,371
-275
75
$493K 0.15%
3,100
-250
1 2
3
4 5