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
$258M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.59M
3
+$2.04M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$1.91M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.91M

Top Sells

1
+$11.3M
2
+$5.4M
3
+$5.35M
4
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-62,703
102
– –
-763,199
103
– –
-27,989
104
– –
-9,570
1 2 3 4
5