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
$627K
AUM Growth
+$1.05K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$15.4K
2
+$6.43K
3
+$5.11K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.11K
5
AAPL icon
Apple
AAPL
+$4.74K

Top Sells

1
+$2.73K
2
+$2.67K
3
+$2.53K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.25K
5
RSX
VanEck Russia ETF
RSX
+$924

Sector Composition

1 Technology 15.06%
2 Financials 3.34%
3 Healthcare 3.08%
4 Industrials 2.64%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432 0.07%
+21,600
77
$426 0.07%
13,090
78
$413 0.07%
3,815
79
$409 0.07%
6,539
-8,870
80
$395 0.06%
78,905
-10,938
81
$387 0.06%
9,000
82
$375 0.06%
6,541
83
$372 0.06%
3,812
+295
84
$367 0.06%
1,138
-130
85
$366 0.06%
7,020
+80
86
$359 0.06%
9,944
+523
87
$341 0.05%
6,000
88
$334 0.05%
100,000
89
$316 0.05%
+4,300
90
$314 0.05%
+32,500
91
$278 0.04%
27,000
92
$276 0.04%
+4,200
93
$275 0.04%
24,300
-22,500
94
$214 0.03%
+4,739
95
$16 ﹤0.01%
700
96
$12 ﹤0.01%
830
97
– –
-356
98
– –
-140
99
– –
-400
100
– –
-360
2 3
4
5 6