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
$312M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.7M
3
+$5.41M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$5.03M
5
SPG icon
Simon Property Group
SPG
+$2.74M

Top Sells

1
+$5.36M
2
+$2.45M
3
+$1.94M
4
PRGO icon
Perrigo
PRGO
+$1.28M
5
KRNT icon
Kornit Digital
KRNT
+$1.15M

Sector Composition

1 Technology 15.23%
2 Communication Services 5.04%
3 Consumer Discretionary 4.08%
4 Financials 2.85%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.11%
3,679
+168
77
$338K 0.11%
5,000
-1,000
78
$308K 0.1%
13,000
-1,500
79
$300K 0.1%
5,339
-1,281
80
$284K 0.09%
13,365
-47,674
81
$280K 0.09%
+1,500
82
$272K 0.09%
1
83
$206K 0.07%
13,090
84
$114K 0.04%
19,582
-1,500
85
– –
-3,900
86
– –
-5,511
87
– –
-15,382
88
– –
-3,950
89
– –
-14,000
90
– –
-20,000
91
– –
-35,774
92
– –
-13,850
93
– –
-24,783
94
– –
-1,800
95
– –
-15,859
96
– –
-8,374
97
– –
-20,872
98
– –
-21,000
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4