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
$237M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$1.51M
3
+$1.4M
4
PYPL icon
PayPal
PYPL
+$1.09M
5
BIIB icon
Biogen
BIIB
+$1.08M

Top Sells

1
+$1.53M
2
+$1.35M
3
+$1.15M
4
BAX icon
Baxter International
BAX
+$896K
5
IBM icon
IBM
IBM
+$770K

Sector Composition

1 Technology 18.44%
2 Healthcare 14.71%
3 Financials 6.3%
4 Industrials 4.83%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.18%
3,386
-1,754
77
$418K 0.18%
19,341
-7,593
78
$399K 0.17%
+9,200
79
$393K 0.17%
4,850
-750
80
$384K 0.16%
15,000
81
$377K 0.16%
3,455
82
$376K 0.16%
19,300
-200
83
$370K 0.16%
21,600
84
$364K 0.15%
39,893
85
$321K 0.14%
8,000
-8,000
86
$302K 0.13%
2,200
87
$262K 0.11%
1,490
88
$248K 0.1%
2,298
-1,341
89
$234K 0.1%
380,000
-180,000
90
$223K 0.09%
5,700
-2,800
91
$203K 0.09%
3,600
92
$184K 0.08%
22,389
93
$136K 0.06%
+39,907
94
$65K 0.03%
13,300
95
– –
-6,000
96
– –
-8,483
97
– –
-23,594
98
– –
-1
99
– –
-4,952
100
– –
-19,973
1 2 3
4
5