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
$236M
AUM Growth
-$474K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$902K
3
+$660K
4
ELV icon
Elevance Health
ELV
+$425K
5
META icon
Meta Platforms (Facebook)
META
+$332K

Top Sells

1
+$8.65M
2
+$2.08M
3
+$1.83M
4
YHOO
Yahoo Inc
YHOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$764K

Sector Composition

1 Technology 27.21%
2 Healthcare 12.59%
3 Financials 5.95%
4 Communication Services 5.48%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.2%
3,128
-131
77
$457K 0.19%
3,707
+181
78
$434K 0.18%
3,499
79
$432K 0.18%
32,691
-1,376
80
$424K 0.18%
5,898
-984
81
$419K 0.18%
6,120
-2,300
82
$412K 0.17%
34,266
83
$397K 0.17%
16,800
-1,700
84
$387K 0.16%
13,796
+1,597
85
$370K 0.16%
2,030
-20
86
$343K 0.15%
200,000
-30,000
87
$311K 0.13%
4,199
-300
88
$311K 0.13%
20,000
-100
89
$300K 0.13%
10,300
-150
90
$280K 0.12%
6,350
-1,300
91
$274K 0.12%
10,900
-100
92
$255K 0.11%
2,850
-20
93
$241K 0.1%
3,600
-1,000
94
$240K 0.1%
+9,646
95
$225K 0.1%
+2,200
96
$216K 0.09%
1
97
$204K 0.09%
39,843
98
$90K 0.04%
1,842
99
$73K 0.03%
12,000
-500
100
– –
-5,321
1 2 3
4
5