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
$304M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.28M
3
+$1.27M
4
CSTE icon
Caesarstone
CSTE
+$1.14M
5
SBUX icon
Starbucks
SBUX
+$257K

Top Sells

1
+$536K
2
+$348K
3
+$300K
4
PYPL icon
PayPal
PYPL
+$259K
5
NXPI icon
NXP Semiconductors
NXPI
+$241K

Sector Composition

1 Technology 30.91%
2 Healthcare 9.63%
3 Industrials 5.4%
4 Financials 5.23%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$633K 0.21%
2,490
-401
77
$601K 0.2%
3,965
+300
78
$600K 0.2%
6,818
+2,427
79
$545K 0.18%
11,400
80
$527K 0.17%
4,405
-150
81
$524K 0.17%
9,706
-150
82
$521K 0.17%
13,007
+537
83
$518K 0.17%
3,499
84
$512K 0.17%
7,472
85
$503K 0.17%
16,800
86
$490K 0.16%
2,030
87
$469K 0.15%
3,482
-104
88
$469K 0.15%
8,257
-1,258
89
$444K 0.15%
34,266
90
$443K 0.15%
137,000
91
$431K 0.14%
89,843
+50,000
92
$429K 0.14%
5,500
93
$376K 0.12%
7,780
-860
94
$360K 0.12%
10,900
95
$351K 0.12%
80,000
96
$339K 0.11%
5,050
-100
97
$317K 0.1%
6,120
98
$308K 0.1%
3,850
+250
99
$289K 0.09%
10,300
100
$283K 0.09%
27,000
1 2 3
4
5