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
$325M
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.47M
3
+$2.18M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$2.01M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2M

Top Sells

1
+$7.13M
2
+$6.52M
3
+$6.01M
4
MSFT icon
Microsoft
MSFT
+$5.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.78M

Sector Composition

1 Technology 20.41%
2 Healthcare 4.21%
3 Industrials 4.1%
4 Financials 3.87%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$477K 0.15%
13,090
77
$467K 0.14%
3,815
78
$449K 0.14%
100,000
79
$429K 0.13%
6,491
-50
80
$425K 0.13%
6,539
81
$423K 0.13%
3,790
-22
82
$413K 0.13%
7,020
83
$408K 0.13%
24,000
-300
84
$402K 0.12%
4,220
-2,113
85
$392K 0.12%
8,707
+3,968
86
$380K 0.12%
4,300
87
$380K 0.12%
+4,300
88
$357K 0.11%
7,000
-2,220
89
$354K 0.11%
928
-210
90
$353K 0.11%
4,200
91
$342K 0.11%
6,000
92
$334K 0.1%
7,665
-2,279
93
$201K 0.06%
+4,530
94
$187K 0.06%
+10,300
95
$121K 0.04%
21,082
-57,823
96
$63K 0.02%
+21,309
97
– –
-87,984
98
– –
-77,000
99
$0 ﹤0.01%
+1
100
– –
-11,277
1 2 3
4
5