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
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.59M
3
+$797K
4
BA icon
Boeing
BA
+$551K
5
ELV icon
Elevance Health
ELV
+$459K

Top Sells

1
+$2.32M
2
+$2.1M
3
+$1.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.14M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.06M

Sector Composition

1 Technology 24.41%
2 Healthcare 13.39%
3 Financials 5.43%
4 Industrials 5.11%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.18%
3,526
77
$422K 0.18%
12,199
+1,297
78
$410K 0.17%
5,403
+883
79
$402K 0.17%
3,499
80
$379K 0.16%
18,500
-1,650
81
$376K 0.16%
15,456
-1,380
82
$367K 0.16%
10,440
-840
83
$364K 0.15%
34,266
-510
84
$362K 0.15%
34,067
85
$339K 0.14%
2,050
86
$329K 0.14%
4,499
-251
87
$323K 0.14%
10,450
88
$294K 0.12%
4,600
89
$277K 0.12%
+7,650
90
$270K 0.11%
230,000
91
$254K 0.11%
2,870
92
$252K 0.11%
20,100
93
$226K 0.1%
11,000
-6,800
94
$223K 0.09%
5,321
-230
95
$217K 0.09%
1
96
$146K 0.06%
39,843
-64
97
$74K 0.03%
12,500
-800
98
$73K 0.03%
1,842
-112
99
– –
-26,321
100
– –
-38,100
1 2 3
4
5