AIIMS
Analyst IMS Investment Management Services Portfolio holdings
AUM
$2.93B
1-Year Return
14.87%
This Quarter Return
+0.31%
1 Year Return
+14.87%
3 Year Return
+75.37%
5 Year Return
+112.23%
10 Year Return
+341.24%
AUM
$258M
AUM Growth
-$2.26M
(-0.87%)
Cap. Flow
-$1.57M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
43.66%
Holding
109
New
13
Increased
39
Reduced
32
Closed
9
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$3.58M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.59M |
| 3 |
YHOO
Yahoo Inc
YHOO
|
$2.04M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$1.91M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.91M |
Top Sells
| 1 |
ORBK
Orbotech Ltd
ORBK
|
$11.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.4M |
| 3 |
TARO
Taro Pharmaceutical Industries Ltd.
TARO
|
$5.35M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.96M |
| 5 |
MLNX
Mellanox Technologies, Ltd.
MLNX
|
$2.68M |
Sector Composition
| 1 | Technology | 12.77% |
| 2 | Healthcare | 12.07% |
| 3 | Energy | 5.36% |
| 4 | Consumer Discretionary | 4.45% |
| 5 | Industrials | 4.44% |