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
$3.22B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$26.3M
3
+$12.7M
4
FVRR icon
Fiverr
FVRR
+$3.66M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.07M

Top Sells

1
+$28.4M
2
+$21.3M
3
+$6.37M
4
ADBE icon
Adobe
ADBE
+$4.39M
5
MA icon
Mastercard
MA
+$4.17M

Sector Composition

1 Technology 7.72%
2 Real Estate 4.48%
3 Communication Services 2.19%
4 Financials 1.71%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHX icon
101
L3Harris
LHX
$63.7B
$649K 0.02%
2,126
ABBV icon
102
AbbVie
ABBV
$383B
$639K 0.02%
2,761
-424
ISRA icon
103
VanEck Israel ETF
ISRA
$131M
$585K 0.02%
10,711
+1,170
BP icon
104
BP
BP
$90.4B
$558K 0.02%
16,167
-780
VHT icon
105
Vanguard Health Care ETF
VHT
$17.6B
$514K 0.02%
1,980
UNH icon
106
UnitedHealth
UNH
$307B
$513K 0.02%
1,486
-221
PLD icon
107
Prologis
PLD
$123B
$435K 0.01%
3,800
-446
ABT icon
108
Abbott
ABT
$215B
$432K 0.01%
3,229
-417
XLF icon
109
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$407K 0.01%
7,553
-765
SILC icon
110
Silicom
SILC
$89M
$366K 0.01%
20,680
NVS icon
111
Novartis
NVS
$275B
$357K 0.01%
2,781
KO icon
112
Coca-Cola
KO
$303B
$349K 0.01%
5,264
-19,926
XLRE icon
113
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.67B
$315K 0.01%
7,485
-1,094
PM icon
114
Philip Morris
PM
$269B
$309K 0.01%
1,904
-7,206
WELL icon
115
Welltower
WELL
$129B
$291K 0.01%
1,636
-277
CSTE icon
116
Caesarstone
CSTE
$72.9M
$248K 0.01%
156,361
SNY icon
117
Sanofi
SNY
$115B
$246K 0.01%
5,208
EQNR icon
118
Equinor
EQNR
$61.7B
$220K 0.01%
9,020
AMT icon
119
American Tower
AMT
$85B
$220K 0.01%
1,145
-225
MRK icon
120
Merck
MRK
$275B
$215K 0.01%
2,565
ADBE icon
121
Adobe
ADBE
$127B
– –
-11,352
AMGN icon
122
Amgen
AMGN
$178B
– –
-2,050
AZN icon
123
AstraZeneca
AZN
$291B
– –
-7,900
CMG icon
124
Chipotle Mexican Grill
CMG
$53.4B
– –
-12,400
ELV icon
125
Elevance Health
ELV
$84.9B
– –
-1,894
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5
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