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
$240M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$576K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
CL icon
Colgate-Palmolive
CL
+$346K

Top Sells

1
+$8.07M
2
+$2.19M
3
+$811K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$756K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$719K

Sector Composition

1 Technology 20.18%
2 Healthcare 14.61%
3 Financials 6.29%
4 Communication Services 5.31%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.17%
11,400
-2,300
77
$405K 0.17%
9,200
78
$400K 0.17%
+10,280
79
$399K 0.17%
19,000
-300
80
$389K 0.16%
21,300
-300
81
$389K 0.16%
3,455
82
$386K 0.16%
18,891
-450
83
$360K 0.15%
8,451
-11,710
84
$358K 0.15%
11,100
-2,800
85
$348K 0.15%
8,000
86
$348K 0.15%
36,893
-3,000
87
$346K 0.14%
+5,200
88
$319K 0.13%
+8,188
89
$316K 0.13%
+35,788
90
$299K 0.12%
+5,650
91
$263K 0.11%
4,600
+1,000
92
$246K 0.1%
20,800
-25,002
93
$224K 0.09%
1,827
-1,559
94
$212K 0.09%
+4,130
95
$211K 0.09%
+2,900
96
$208K 0.09%
252,000
-128,000
97
$165K 0.07%
39,907
98
$67K 0.03%
+1,954
99
$59K 0.02%
13,300
100
– –
-5,700
1 2 3
4
5