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
$1.05B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$99.9M
2
+$43.3M
3
+$16.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.81M

Top Sells

1
+$2M
2
+$1.37M
3
+$1.21M
4
WDC icon
Western Digital
WDC
+$906K
5
KRNT icon
Kornit Digital
KRNT
+$775K

Sector Composition

1 Technology 9.11%
2 Consumer Discretionary 3.36%
3 Communication Services 3.14%
4 Real Estate 1.71%
5 Financials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.18%
11,003
-30
52
$1.84M 0.17%
3,930
-120
53
$1.83M 0.17%
2,850
+40
54
$1.81M 0.17%
19,530
-220
55
$1.77M 0.17%
4,820
+380
56
$1.76M 0.17%
4,840
-51
57
$1.74M 0.17%
26,200
-400
58
$1.65M 0.16%
14,125
+1,950
59
$1.59M 0.15%
18,990
-1,400
60
$1.5M 0.14%
14,376
-13,084
61
$1.49M 0.14%
+12,400
62
$1.49M 0.14%
108,868
63
$1.46M 0.14%
8,958
-300
64
$1.36M 0.13%
+12,345
65
$1.3M 0.12%
27,059
+1,729
66
$1.27M 0.12%
4,600
67
$1.27M 0.12%
10,900
68
$1.21M 0.11%
7,188
-172
69
$1.14M 0.11%
22,755
70
$1.09M 0.1%
802
+167
71
$1.05M 0.1%
7,160
+420
72
$1.04M 0.1%
20,805
73
$1.03M 0.1%
4,500
74
$1.02M 0.1%
14,928
+2,881
75
$821K 0.08%
9,071
1 2
3
4 5