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
$258M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.59M
3
+$2.04M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.91M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.91M

Top Sells

1
+$11.3M
2
+$5.4M
3
+$5.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.96M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$2.68M

Sector Composition

1 Technology 12.77%
2 Healthcare 12.07%
3 Energy 5.36%
4 Consumer Discretionary 4.45%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$490K 0.19%
21,600
77
$458K 0.18%
2,200
-200
78
$448K 0.17%
+4,130
79
$408K 0.16%
34,016
-10,000
80
$404K 0.16%
27,500
81
$403K 0.16%
3,240
+1,320
82
$356K 0.14%
680,000
83
$345K 0.13%
10,700
84
$338K 0.13%
4,482
+1,042
85
$330K 0.13%
6,000
86
$319K 0.12%
3,525
-1,389
87
$309K 0.12%
3,111
+472
88
$282K 0.11%
1,490
89
$278K 0.11%
3,392
+340
90
$263K 0.1%
7,500
-200
91
$219K 0.08%
+3,600
92
$214K 0.08%
+8,103
93
$166K 0.06%
7,347
-71,400
94
$77K 0.03%
+13,300
95
$70K 0.03%
14,973
+2,200
96
– –
-18,650
97
– –
-16,600
98
– –
-8,016
99
– –
-4,039
100
– –
-36,078
1 2 3
4
5