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
$1.05B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$99.9M
2
+$43.3M
3
+$16.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$11.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.81M

Top Sells

1
+$2M
2
+$1.37M
3
+$1.21M
4
WDC icon
Western Digital
WDC
+$906K
5
KRNT icon
Kornit Digital
KRNT
+$775K

Sector Composition

1 Technology 9.11%
2 Consumer Discretionary 3.36%
3 Communication Services 3.14%
4 Real Estate 1.71%
5 Financials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.08%
5,883
-1,497
77
$701K 0.07%
13,555
-23,450
78
$688K 0.07%
2,787
+42
79
$654K 0.06%
3,160
+520
80
$638K 0.06%
3,700
81
$544K 0.05%
1,579
-60
82
$528K 0.05%
2,423
+8
83
$526K 0.05%
6,810
84
$515K 0.05%
3,250
-260
85
$506K 0.05%
15,086
+7,720
86
$492K 0.05%
4,223
87
$487K 0.05%
+9,664
88
$453K 0.04%
1
89
$411K 0.04%
+14,244
90
$393K 0.04%
1,848
-652
91
$383K 0.04%
9,787
-398
92
$381K 0.04%
14,300
-4,900
93
$377K 0.04%
1,572
94
$362K 0.03%
1,450
-150
95
$333K 0.03%
3,800
96
$287K 0.03%
700
97
$271K 0.03%
+7,370
98
$259K 0.02%
4,512
+332
99
$258K 0.02%
+4,006
100
$254K 0.02%
+660
1 2 3
4
5