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
$327M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$7.07M
3
+$1.17M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
BABA icon
Alibaba
BABA
+$482K

Top Sells

1
+$2.39M
2
+$1.72M
3
+$1.65M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.57M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$862K

Sector Composition

1 Technology 31.62%
2 Healthcare 8.81%
3 Financials 5%
4 Industrials 4.66%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$615K 0.19%
3,965
77
$576K 0.18%
1,952
-538
78
$560K 0.17%
4,705
+300
79
$552K 0.17%
9,706
80
$543K 0.17%
16,800
81
$534K 0.16%
3,499
82
$525K 0.16%
7,266
-206
83
$482K 0.15%
+2,800
84
$429K 0.13%
5,500
85
$429K 0.13%
34,266
86
$427K 0.13%
89,843
87
$420K 0.13%
6,938
-1,319
88
$414K 0.13%
5,000
-50
89
$406K 0.12%
2,765
-717
90
$390K 0.12%
6,089
-31
91
$384K 0.12%
7,300
-480
92
$382K 0.12%
10,035
-2,972
93
$370K 0.11%
120,000
-17,000
94
$359K 0.11%
3,900
+50
95
$355K 0.11%
72,000
-8,000
96
$329K 0.1%
10,300
97
$310K 0.09%
10,900
98
$298K 0.09%
1
99
$286K 0.09%
27,000
100
$278K 0.09%
19,000
1 2 3
4
5