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
$257M
AUM Growth
-$972K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.75M
3
+$4.06M
4
PRGO icon
Perrigo
PRGO
+$3.77M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.53M

Top Sells

1
+$2.87M
2
+$1.82M
3
+$1.56M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.42M
5
AMZN icon
Amazon
AMZN
+$1.06M

Sector Composition

1 Technology 19.9%
2 Healthcare 15.23%
3 Financials 6.3%
4 Industrials 5.03%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$548K 0.21%
29,000
-115
77
$498K 0.19%
5,600
-400
78
$490K 0.19%
+8,500
79
$453K 0.18%
19,500
-3,500
80
$438K 0.17%
2,200
81
$431K 0.17%
3,455
+215
82
$426K 0.17%
21,600
83
$412K 0.16%
39,893
+5,877
84
$382K 0.15%
3,639
-491
85
$326K 0.13%
15,000
-48,800
86
$315K 0.12%
6,000
87
$282K 0.11%
560,000
-120,000
88
$281K 0.11%
1,490
89
$263K 0.1%
8,483
-2,217
90
$247K 0.1%
3,227
-1,255
91
$229K 0.09%
3,600
92
$227K 0.09%
+4,171
93
$205K 0.08%
+1
94
$170K 0.07%
+22,389
95
$108K 0.04%
19,973
+5,000
96
$81K 0.03%
13,300
97
$71K 0.03%
+1,875
98
– –
-10,000
99
– –
-8,103
100
– –
-7,500
1 2 3
4
5