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
$312M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.7M
3
+$5.41M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$5.03M
5
SPG icon
Simon Property Group
SPG
+$2.74M

Top Sells

1
+$5.36M
2
+$2.45M
3
+$1.94M
4
PRGO icon
Perrigo
PRGO
+$1.28M
5
KRNT icon
Kornit Digital
KRNT
+$1.15M

Sector Composition

1 Technology 15.23%
2 Communication Services 5.04%
3 Consumer Discretionary 4.08%
4 Financials 2.85%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.23%
2,252
-2,806
52
$707K 0.23%
5,015
-6,078
53
$701K 0.23%
12,955
-100
54
$670K 0.22%
24,522
+8,328
55
$624K 0.2%
18,851
-3,200
56
$623K 0.2%
52,605
-15,165
57
$613K 0.2%
14,175
-4,812
58
$592K 0.19%
4,514
-1,076
59
$580K 0.19%
88,000
-12,000
60
$576K 0.18%
21,346
-9,346
61
$568K 0.18%
9,324
62
$559K 0.18%
8,500
-1,093
63
$543K 0.17%
2,421
+344
64
$517K 0.17%
3,600
65
$506K 0.16%
16,338
-4,961
66
$480K 0.15%
3,800
-600
67
$467K 0.15%
500
+13
68
$456K 0.15%
4,146
-450
69
$440K 0.14%
5,300
+1,000
70
$420K 0.13%
7,240
+160
71
$413K 0.13%
14,398
-1,859
72
$412K 0.13%
+2,288
73
$390K 0.13%
8,150
-1,100
74
$378K 0.12%
4,571
-800
75
$357K 0.11%
2,670
-180
1 2
3
4