AIIMS

Analyst IMS Investment Management Services Portfolio holdings

AUM $3.43B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$1.59M
3
+$1.42M
4
PYPL icon
PayPal
PYPL
+$1.26M
5
BIIB icon
Biogen
BIIB
+$1.23M

Top Sells

1
+$1.68M
2
+$1.42M
3
+$1.16M
4
BAX icon
Baxter International
BAX
+$896K
5
IBM icon
IBM
IBM
+$770K

Sector Composition

1 Technology 18.44%
2 Healthcare 14.71%
3 Financials 6.3%
4 Industrials 4.83%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,454
102
– –
-1,875
103
– –
-8,483
1 2 3 4
5