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
$812M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$12.9M
3
+$6.42M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$4.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.01M

Top Sells

1
+$44M
2
+$1.98M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$795K
5
UNP icon
Union Pacific
UNP
+$786K

Sector Composition

1 Technology 11.16%
2 Consumer Discretionary 4.58%
3 Communication Services 4.09%
4 Financials 2.2%
5 Real Estate 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.21%
2,810
-75
52
$1.65M 0.2%
4,891
+51
53
$1.6M 0.2%
11,033
+1,938
54
$1.55M 0.19%
12,175
-83
55
$1.55M 0.19%
19,750
+2,500
56
$1.51M 0.19%
4,050
57
$1.45M 0.18%
108,868
58
$1.45M 0.18%
22,755
59
$1.33M 0.16%
4,440
+50
60
$1.29M 0.16%
9,258
-150
61
$1.29M 0.16%
26,600
-30
62
$1.27M 0.16%
20,390
+430
63
$1.2M 0.15%
10,900
64
$1.18M 0.14%
25,330
+263
65
$1.16M 0.14%
7,380
+1,650
66
$1.15M 0.14%
+4,600
67
$1.07M 0.13%
635
68
$923K 0.11%
7,360
-50
69
$906K 0.11%
21,234
-2,382
70
$901K 0.11%
6,740
+600
71
$900K 0.11%
20,805
-140
72
$881K 0.11%
4,500
-2,200
73
$790K 0.1%
12,047
+351
74
$775K 0.1%
+7,370
75
$760K 0.09%
9,071
1 2
3
4 5