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
$626K
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.11K
2
+$1.86K
3
+$1.28K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.2K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$839

Top Sells

1
+$1.38M
2
+$285K
3
+$6.86K
4
WIX icon
WIX.com
WIX
+$3.6K
5
PRGO icon
Perrigo
PRGO
+$2.16K

Sector Composition

1 Technology 14.22%
2 Healthcare 2.59%
3 Financials 2.23%
4 Industrials 2.16%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$574 0.09%
9,421
-1,484
77
$571 0.09%
4,850
78
$566 0.09%
89,843
79
$554 0.09%
13,090
80
$543 0.09%
7,550
-30,043
81
$515 0.08%
7,481
-2,950
82
$514 0.08%
9,535
+129
83
$498 0.08%
4,332
-1,013
84
$497 0.08%
9,000
+1,000
85
$497 0.08%
6,541
86
$491 0.08%
13,020
-2,190
87
$484 0.08%
23,000
+12,100
88
$463 0.07%
1,268
-205
89
$445 0.07%
+9,220
90
$435 0.07%
3,815
91
$431 0.07%
6,000
-89
92
$419 0.07%
6,940
93
$410 0.07%
3,517
-833
94
$406 0.06%
34,266
95
$368 0.06%
4,300
+2,100
96
$314 0.05%
19,000
97
$256 0.04%
27,000
98
$229 0.04%
10,300
99
$220 0.04%
+7,002
100
$217 0.03%
+1,870
2 3
4
5 6