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
$240M
AUM Growth
+$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.38M
3
+$576K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
CL icon
Colgate-Palmolive
CL
+$346K

Top Sells

1
+$8.07M
2
+$2.19M
3
+$811K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$756K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$719K

Sector Composition

1 Technology 20.18%
2 Healthcare 14.61%
3 Financials 6.29%
4 Communication Services 5.31%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,600
102
– –
-2,298
103
– –
-22,389
104
– –
-38,272
1 2 3 4
5