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
$229M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$965K
3
+$614K
4
SBUX icon
Starbucks
SBUX
+$529K
5
HON icon
Honeywell
HON
+$527K

Top Sells

1
+$7.83M
2
+$1.21M
3
+$784K
4
PFE icon
Pfizer
PFE
+$741K
5
ORBK
Orbotech Ltd
ORBK
+$576K

Sector Composition

1 Technology 28.19%
2 Healthcare 11.85%
3 Industrials 6.64%
4 Financials 6.5%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.22%
12,620
-700
77
$472K 0.21%
3,499
78
$449K 0.2%
3,008
-120
79
$447K 0.2%
34,266
80
$445K 0.19%
+3,932
81
$443K 0.19%
32,691
82
$442K 0.19%
5,599
-156
83
$412K 0.18%
148,000
-52,000
84
$411K 0.18%
16,800
85
$409K 0.18%
12,871
-925
86
$399K 0.17%
6,120
87
$398K 0.17%
10,400
-2,200
88
$338K 0.15%
2,030
89
$299K 0.13%
20,000
90
$291K 0.13%
4,449
+250
91
$289K 0.13%
3,308
-2,590
92
$276K 0.12%
7,621
-5,380
93
$264K 0.12%
10,900
94
$254K 0.11%
+27,000
95
$253K 0.11%
10,300
96
$251K 0.11%
2,850
97
$248K 0.11%
3,600
98
$247K 0.11%
5,370
-980
99
$244K 0.11%
1
100
$217K 0.09%
39,843
1 2 3
4
5